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. […]
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 […]
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 […]