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 […]
Insurance 101
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 […]
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 […]
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 […]
Term Life Insurance Options: Protection For the Short Term
Term Life Insurance is perhaps the most straightforward policy structure to explain to potential clients. What it lacks as a savings and investment vehicle, it makes up for in affordability, […]
Variable Universal Life Insurance: A Flexible Fit for Long Term Needs
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: Riding the Market Up without the Risk
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 […]