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 […]
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 […]
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 […]
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 […]
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 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 […]
Some clients are looking to do more with their premiums than merely financing their family’s needs should tragedy strike. They are looking to use their premiums to earn money for […]
Equity Indexed Universal Life Insurance has been around about 20 years when TransAmerica issued the first policy back in 1997. IUL is definitely considered an advanced insurance vehicle and may […]
Reviewing Your Client’s Existing Policy: The First Step Before requesting a policy review meeting with your client, it is important that you go back and review their policy yourself. […]
You’ve made the calls. You’ve found a client who needs life insurance. You’ve become well-acquainted with your client’s life, their dreams, goals, and concerns. You’ve researched the latest insurance instruments, […]