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)
Four Ways To Pay The SECURE Act Tax(5/22/2020)-Four Ways To Pay The SECURE Act Tax The new SECURE Act just changed the rules governing after-death distributions of tax qualified money, including IRAs and 401(k)’s. The new law accelerates the time in which taxes must be paid on this money. • Have your clients planned for this new 10 year distribution rule? • [...]
Sales Idea 90 – Is There An IUL Strategy Over Age 70?(5/4/2020)-Is There An IUL Strategy Over Age 70? Here’s an IUL strategy for your clients over age 70 that can quadruple their legacy – and as a bonus, they don’t have to go through underwriting to make it happen. Clients over 70 are generally not good prospects for IUL sales, but their money is. That’s [...]
Sales Idea – How To Triple Your Life Insurance Commission – A Case Study(4/22/2020)-How To Triple Your Life Insurance CommissionA Case Study Here is a life insurance case study that will help your clients by giving them more options in the future by: doubling their premiums, for half the number of years, which also happens to triple your commissions. How does this work and how is it [...]
Sales Idea – What if healthcare was built into your retirement plan?(12/9/2019)-What if healthcare was built into your retirement plan? What if you could build healthcare benefits into your retirement plan? When your clients need healthcare services in retirement for long term care, they will need to accelerate their spending. What if there was a way to access MORE than what was in their account? [...]