Providing a secure future for families across America since 1974
Call us today: (949) 863-0700
Posted by: In: Agents Nov 12, 2020 Tags:

Don’t let the topic of long-term care intimidate you out of a potential sale.

Read More...
Posted by: In: Agents Nov 11, 2020 Tags:

Offers the flexibility to allow a key employee of the business to purchase Disability Buy-Out (DBO) insurance to fund a buy-sell agreement between him/her-self and the owner of the business.

Read More...
Posted by: In: Agents Nov 10, 2020 Tags:

Indexing, as well as many other issues related to financial underwriting, can create fewer problems when addressed early in the planning process.

Read More...
Posted by: In: Agents Nov 09, 2020 Tags:

If your client’s primary source of funds for retirement income is a 401(k) plan, they could be facing a harsh reality when it comes time to retire.

Read More...
Posted by: In: Agents Nov 06, 2020 Tags:

Call our Life Underwriting Department today!  Let’s work together to get the offers you need.

Read More...
Posted by: In: Agents Nov 05, 2020 Tags:

With November being Long-Term Care Insurance (LTCi) Awareness Month – it’s time to make sure you have a plan in place to discuss possible options with your clients.

Read More...
Posted by: In: Agents Nov 04, 2020 Tags:

The word disability is somewhat alarming and often evokes thoughts of being incapacitated or laid out in a hospital bed – it’s the reason we don’t refer to Life Insurance as Death Insurance.

Read More...
Posted by: In: Agents Nov 03, 2020 Tags:

During this presentation we will discuss a breakdown of the Winner’s Tax Plan, the future of IRA contributions, and what you can do now to prepare clients.

Read More...
Posted by: In: Agents Nov 03, 2020 Tags:

When discussing and designing executive bonus plans, too much time is lost talking about and describing “single bonus” and “double-bonus” methods, and too many cases may be lost because they haven’t been discussed at all.

Read More...
Posted by: In: Agents Nov 02, 2020 Tags:

As more Life Insurance carriers enter into the Linked Benefit marketplace, it’s important to understand that there are key differences in how their policy riders will provide living benefits to the insured. 

Read More...