Don’t let the topic of long-term care intimidate you out of a potential sale.
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Providing a secure future for families across America since 1974
Don’t let the topic of long-term care intimidate you out of a potential sale.
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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.
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Indexing, as well as many other issues related to financial underwriting, can create fewer problems when addressed early in the planning process.
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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.
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Call our Life Underwriting Department today! Let’s work together to get the offers you need.
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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.
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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.
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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.
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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.
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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.
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