What Long-Term Care Policies Buy for Your Client
The statistics on long-term care in the United States are staggering. The burden placed on family and assets can be life-altering should one of your clients suffer a debilitating illness […]
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Underwriting as a tool to manage client expectations
Your client looks to you for access and guidance on the best life policies available for them. However, they likely have an idea in their mind of what they want […]
Step-up In Basis: Estate Taxes and the Great, Big, Scary Government in 2021
Estate taxes have for a long time, been generally unpopular in the U.S. because they break the sacred rule of ‘tax once and only once.’ Essentially, an estate tax compels […]
The Opportunity of a Lifetime: Life Insurance for Female Clients
Since its inception, the life insurance industry has focused its efforts on protecting the income-earner of households across the United States. A long time ago, when higher-paying jobs went mostly […]
Will Higher Taxes and Inflation Drive Life Insurance Sales?
There has been a flurry of strange economic news in the past year. Higher tax rates have been promised by the current administration. Job vacancies with no one to fill […]
Disability Insurance Month
Disability Insurance for Every Working Client May is Disability Insurance Awareness Month in the industry and that means that it’s a perfect time to talk about the benefits of discussing […]
Estate Planning in Uncertain Times
A New Administration, A New Tax Plan, and New Reasons to Revisit Estate Planning, Life Insurance, and Annuities “Our new Constitution is now established, and has an appearance that promises […]
Leveraging Life Insurance Technology to Grow Your Business
Our industry becomes more agile with each passing year. Improvements in underwriting enhanced by big data, integrated online access to forms, riders, and illustrations have allowed the Life Insurance market […]
Leaving Behind a Financial Legacy for the People You Love
February is Insure Your Love Month in our industry. Romantic quips aside, it is a reminder that the beating heart of any life insurance or wealth management strategy is a […]
Section 7702 Got a Makeover for 2021 and What it Means for Whole Life, UL, and IUL Policies
As though the changes that AG49-A brought to IUL illustrations this past November weren’t enough to shake up the industry, something very big was packaged in the HEROES Act by […]