Life Insurance

Don’t Make Your Clients Sell at a Loss

Presented by Brian Leising Managing the effects of financial market fluctuations is a critical element in retirement planning.  If retirees receive plan distributions in a stable or rising market, they have the potential to preserve or grow their retirement assets.  If these clients take distributions in a declining market, they are often drawing down and selling into losses.  What if they did not have to sell at a loss but had an alternative fund to draw from in those down years?  This could be a three million dollar decision. I explain how in this quick video.

AXA Equitable – Life Communications for April 27, 2015

Product Beginning June 29, 2015, AXA Equitable will permit Long-Term Care (LTC) replacement applications! Please see this bulletin for details. See how AXA Equitable’s IncentiveLife Legacy III stacks up against Lincoln’s MoneyGuard II in this new flyer.   Advanced Markets Use the Brainshark series to get familiar with one of the 4 different Life sales strategies highlighted in topical emails. The Wealth Channel magazine recently published an article on Managing Clients Tax Brackets by AXA’s own Mark Teitelbaum, JD, LL.M, CLU, ChFC, Vice President Advanced Markets. Life with inSight Podcast available: Policy Valuations are a critical planning area and explore them with Larry Brody JD, LLM, of Bryan Cave LLP.   Underwriting Click here for details on AXA’s updated and clarified guidelines for new business cases involving financed life insurance premiums.