Financial Brokerage is THE insurance brokerage for Life, Annuities, Long Term Care, Disability & Medicare Supplement Insurance Plans, focused on you – the producer. Tell us what’s important to you and allow us the opportunity to earn, enhance, and grow your business.Read More
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The DOL 84-24 disclosure statement covers issues such as:
Relationship with Carrier
Conflicts of Interest (failure to disclose a material conflict of interest is considered a misleading statement)
Product fees, charges, discounts, penalties or adjustments
Disclosure Statements must be retained in your client records for six years. Some carriers may require the statement be attached to the application.
You must complete a Professional Report/Producers Report (Each carrier will have their own specific form)
Why You Need to Review Every Mortgage Term Life Policy Your Clients Own(6/17/2019)-Why You Need to Review Every Mortgage Term Life Policy Your Clients Own Why should you re-write every mortgage term life insurance contract your clients own? Chances are their old policies don’t include critical and chronic illness benefits. What does that have to do with paying off a mortgage? A mortgage is usually the largest [...]
Sales Idea – Three Largest IUL Sales for Your Commercial Accounts(6/10/2019)-Three Largest IUL Sales for Your Commercial Accounts If you work with commercial accounts in the areas of property and casualty, employee benefits or group health insurance, you need to know about the three largest Index Universal Life (IUL) insurance sales you might be missing with your existing clients. We’ve compiled top sales strategies from [...]
Sales Idea – What Is A Protection Focused IUL?(6/3/2019)-What Is A Protection Focused IUL? A Protection Focused IUL is an alternative to a GUL. It’s designed to last for a client’s lifetime but without a lifetime guarantee. Instead it has a life expectancy guarantee and relies on cash values to maintain coverage for life. If you’re like me, you’ve heard this before, right? [...]
Sales Idea 74 – How Do I Value My Client’s Business?(5/20/2019)-How Do I Value My Client’s Business? We know that life insurance to fund a buy/sell agreement is one of the largest premium sales we can make as insurance producers. One major hurdle often involves producing an accurate valuation of the business. Multiple owners may give you different figures, or the business might not have [...]