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Posted by: In: Agents Jan 05, 2021 Tags:

When insurance ledgers are run in anticipation of insuring for a buy-out in the event of death there is often sticker shock over the difference in cost between coverage for the young ‘un and the old fogie.

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Posted by: In: Agents Jan 04, 2021 Tags:

When gauging the relevance of a new product or new enhancement, one can look at whether or not some of the largest, oldest insurance carriers are making these new products available in their product portfolio.

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Posted by: In: Agents Dec 29, 2020 Tags:

The sad truth is that if your clients do not take the time to plan correctly the government is poised to do it for them poorly when the need arises.

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Posted by: In: Agents Dec 28, 2020 Tags:

Clients and prospects need your assistance with finding solutions that will address all of their needs.

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Posted by: In: Agents Dec 22, 2020 Tags:

Regarding your client’s planning intentions and goals; all 50 states have legislation in effect that effectively says, “If they aren’t written down, then they didn’t happen!”

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Posted by: In: Agents Dec 21, 2020 Tags:

A properly designed Indexed Universal Life (IUL) can help you win more cases by providing customers with options they can use while living.

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Posted by: In: Agents Dec 18, 2020 Tags:

We can help you win financial security for your clients – give us an opportunity to take a fresh look at your recently declined cases.

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Posted by: In: Agents Dec 17, 2020 Tags:

Long-Term Care Insurance provides the insured with the dignity and independence to choose where they get their care.

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Posted by: In: Agents Dec 16, 2020 Tags:

According to a CNBC study, 36% of American’s making over $100,000 a year, said they aren’t contributing a dime to retirement savings such as a 401k or IRA account.

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Posted by: In: Agents Dec 15, 2020 Tags:

Right now the last thing most clients want to re-address is the return they just did address to the IRS. But herein lies the planning and sales opportunities.

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