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 […]
Insights
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 […]
An Agent Beats an Algorithm: Selling to Gen X and Y in 2021
2020 was a resilient year for life insurance. After a forced pause due to Covid-19 dashing face to face client meetings, the industry adapted to the ‘new normal’ at a […]
Hybrid Long-Term Care Insurance: The Total Package?
Seeing as November is Long-Term Care Awareness month, it is only fitting to dive a little deeper into the benefits and intricacies of Hybrid Long-Term Care policies. It is no […]
Living Benefits 101: Financial Relief from Long Term Care
Your clients and prospects look to you to be an expert as their life insurance needs evolve. Whether they are adding riders to their existing insurance or purchasing a new […]
Covid-19 and Policy Review: The Time is Now
The onset of the Corona Virus in the United States has dramatically altered the way many Americans view life insurance. A recent study conducted by Lincoln Financial Group aimed to […]
Whole Life Insurance: Steady Premiums for Guaranteed Values
Whole Life Insurance has been overshadowed in recent years by the likes of Equity Indexed Universal Life and other more complex investment/insurance vehicles that offer slightly more flexibility and the […]