Increase to Face Amount Limit for PL Promise GUL as of September 21, 2020 - Pacific Life is increasing the PL Promise GUL1 face amount limit to $3.5 million effective September 21, 2020. PL Promise…
Sales Idea – Prospecting in a Pandemic - The 2020 pandemic and recession have caused financial hardship for many people and businesses throughout the world. However, these conditions…
COVID-19 Underwriting Opportunities - The COVID-19 global pandemic has changed life insurance underwriting. This is not necessarily a bad thing. The lack of available…
Sales Idea – 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…
20% More Coverage For The Same Price? - 20% More Coverage For The Same Price? What if there was a way to increase your clients' permanent life insurance…
Sales Idea – Why Use Cash Value Plans For Key Person Policies? - Why Use Cash Value Plans For Key Person Policies? Businesses purchase life insurance on key employees to guard against the…
Have you heard of the 35-35-35 Retirement Plan? - Have you heard of the 35-35-35 Retirement Plan? WHAT IS IT?   You probably know several retirement plans by their…
When Does $100,000 Equal $1,000,000? - When Does $100,000 Equal $1,000,000? Did you know that if a 60 year old moves just $100,000 of assets to…
Sales Idea – A Millionaire For $100/Month? - A Millionaire For $100/Month? What can you get for $100 a month?   How about: • $22,000 for college •…
Sales Idea – How to SUPERCHARGE a Retirement Plan - How To SUPERCHARGE A Retirement Plan WHAT IS IT?     • "Enhanced Funding" or Life Insurance Premium Finance can…
Sales Idea – Fill Retirement Gaps with IUL - Fill Retirement Gaps with IUL Are you aware of all the potential gaps in your clients' retirement plans? Index universal…
Life Insurance as Easy as 1-2-3 - Life Insurance as Easy as 1,2,3 Buying life insurance can be confusing for consumers. Determining how much life insurance is…
The Greatest Threat to Retirement Savings - The Greatest Threat to Retirement Savings What do you think is the greatest threat to your client's retirement savings? It's…
Help Relieve your Clients’ Policy Loan Burden - Help Relieve your Clients' Policy Loan Burden Stop me if you’ve heard this one before… During a client review you…
Sales Idea – Why Offer Worksite Life Insurance? - Why Offer Worksite Life Insurance? Why should employers offer Voluntary Payroll Deduction Life Insurance to their employees? most U.S. households…
Sales Idea – Top Five Most Profitable Life Insurance Sales - Top Five Most Profitable Life Insurance Sales Do you know the top five most profitable life insurance sales you could…
Why You Need to Review Every Mortgage Term Life Policy Your Clients Own - Why You Need to Review Every Mortgage Term Life Policy Your Clients Own Why should you re-write every mortgage term…
Sales Idea – Three Largest IUL Sales for Your Commercial Accounts - Three Largest IUL Sales for Your Commercial Accounts If you work with commercial accounts in the areas of property and…
Sales Idea – What Is A Protection Focused IUL? - What Is A Protection Focused IUL? A Protection Focused IUL is an alternative to a GUL. It’s designed to last…
Hello world! - Welcome to aThemes Demo Sites. This is your first post. Edit or delete it, then start blogging!
Sales Idea 74 – How Do I Value My Client’s Business? - How Do I Value My Client's Business? We know that life insurance to fund a buy/sell agreement is one of…
IRA to IUL Conversion - IRA to IUL Conversion Converting retirement funds from tax-deferred to tax-free status isn’t new. Over the past decade, more and…
Sales Idea – Six Ways to Get Cash from a UL - Six Ways to Get Cash from a UL Did you know there are six ways your clients can get money…
Is there client risk in a GUL? - Is there client risk in a GUL? Nearly 20 years ago, the insurance industry responded to consumer problems with old…
Score a Triple Double with IUL - Score a Triple Double with IUL What if your clients could withdraw triple the amount of money they placed into…
Unlock the power of Indexed Universal Life so you can transform your business. - Unlock the power of Indexed Universal Life so you can transform your business. With Stonewood software and turn-key marketing programs,…
Sales Idea – Ready To Increase Your Insurance Agency Profits - Ready To Increase Your Insurance Agency Profits? If your office is like most insurance agencies, you are extremely busy. You…
Sales Idea – BIG Estate Tax Problem for Foreign Nationals – Will your clients be affected? - Sales Idea BIG Estate Tax Problem for Foreign Nationals - Will your clients be affected? U.S. citizens and permanent residents…
Sales Idea – Final Expense Alternative - Final Expense Alternative What if you could offer clients seeking burial insurance more coverage for their money? Well, you can!…
Which Life/LTC Insurance Combo is the Best? - Which Life/LTC Insurance Combo is the Best? How do you know when to use universal life insurance with a LTC…
Sales Idea 68 – Non-Med IUL on a Budget - Non-Med IUL on a Budget The average index universal life (IUL) insurance premium is just over $9,000 per year. What…
Sales Idea – IUL or 401(k)? Which is right for your clients? - IUL or 401(k)? Which is right for your clients? Many people fund 401(k) plans for retirement savings, but are they…
Sales Idea 19 – Two Reasons to Move IRA Funds to Permanent Life Insurance - Two Reasons to Move IRA Funds to Permanent Life Insurance Two Reasons to Move IRA Funds to Permanent Life Insurance…
Sales Idea – Unlock the Power of Indexed Universal Life - Unlock the power of Indexed Universal Life so you can transform your business. With Stonewood software and turn-key marketing programs,…
Sales Idea Episode 66 – 40 Year Term Life Insurance - Sales Idea Episode 66 40 Year Term Life Insurance For decades we thought 30 year term was the longest term…
Sales Idea – Is IUL too expensive? - Is IUL Too Expensive? Is Indexed Universal Life Insurance too expensive? To answer that question you should consider a few…
Sales Idea – Laid Back Underwriting to Grow Your Business - Did you know some life insurance companies offer non-smoker rate classes to current marijuana users?Don't lose these clients in the…
Life Insurance as Easy as 1,2,3 - Buying life insurance can be confusing for consumers. Determining how much life insurance is difficult enough, deciding which type of…
Relieve your Clients’ Policy Loan Burden - Stop me if you’ve heard this one before… During a client review you discover that your client has a life…
Announcing Our 2020 Incentive Trips - A captivating fusion of the modernism of North America and the traditional charm of Europe, Montréal is a city with…
NAC Benefit Solutions - See how a combination of customizable features equals financial security for your clients.
AssetShield 5 | 7 | 10 - Hear about American Equity's new accumulation product called the AssetShield and how it can help your client achieve their financial…
Learn how to get free marketing tools using AtheneConnect. - Learn how to get free marketing tools using AtheneConnect.
Why Permanent Life Insurance? - With one policy you cover part of your client’s pre-retirement death benefit need; you protect against their health care expense…
Strategic Design Annuity X - Learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and…
Sales Idea Episode 63 – Quick Issue Success Story - Do you avoid selling life insurance because you think the process takes too long? Learn about Mike, an accomplished insurance…
Why Permanent Life Insurance? - Many times when we think of the most common reasons why someone might purchase life insurance, we think of some…
Underwriting with Andrea #6 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the…
Finally!…An IUL Presentation Clients Can Understand - Accelerate your LIRP sales by using the Ensight visualization software. We'll show you how to turn confusing ledger lines into…
Underwriting with Andrea #5 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the…