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Posted by: In: Agents Dec 14, 2020 Tags:

Show your clients how to utilize a 1035 exchange into a Term/UL hybrid product to lower current premiums or purchase a paid up policy.

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Posted by: In: Agents Dec 11, 2020 Tags:

Now clients with high total cholesterol but lower, favorable ratios can still qualify for best rates.

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Posted by: In: Agents Dec 10, 2020 Tags:

Build momentum and grow your long-term care insurance business without breaking the bank.

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Posted by: In: Agents Dec 09, 2020 Tags:

Death, Disability, & Disgrace coverage provides support for brands that use celebrities or spokespeople to endorse and publicize their products or services.

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Posted by: In: Agents Dec 08, 2020 Tags:

There is now additional opportunity under the CARES Act for wealthier clients doing some year-end planning.

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Posted by: In: Agents Dec 07, 2020 Tags:

If one of your clients dies without having funds earmarked for final expenses their surviving family and friends can be put in a very difficult position that causes them to make lifestyle sacrifices to provide for a proper burial.

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Posted by: In: Agents Dec 04, 2020 Tags:

Call our Life Underwriting Team to discuss the specific details of your client’s seizure or epilepsy history.  Let’s work together to get the offer you need!

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Posted by: In: Agents Dec 03, 2020 Tags:

Ask these 3 questions to your prospective clients to drive the point home on why having a LTCi policy is so important.

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Posted by: In: Agents Dec 02, 2020 Tags:

Eligible paraprofessional or skilled trade occupations applying for DI can now receive occupational class upgrades to reduce their premiums and increase their coverage.

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Posted by: In: Agents Dec 01, 2020 Tags:

The anticipated 50% reduction in the current $11.58 million dollar exemption amount in 2026, and the likelihood of an earlier reduction with a change in administration, has many taxpayers considering a Williams Shift of their own by utilizing all or much of the exemption immediately.

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