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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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
Underwriting with Andrea #4 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the…
Rethink Guarantees – What Your Clients Are Missing - Rethink GuaranteesWhat Your Clients Are Missing
Taxes Are On Sale! Three Ways to Take Advantage - The Tax Cuts and Jobs Act of 2017 lowered Federal income tax rates for most Americans. Even though these rates…
Interested in adding more value to your term life insurance sales? -     Interested in adding more value to your term life insurance sales?     Price is not always the…
Underwriting with Andrea #2 - Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the clients you protect have…
Taxes are on sale right now - Three life insurance sales ideas to help your client take advantage before it is too late Federal income taxes are…
Why everyone you meet is worth $1,000! - Contact your Life Sales Manager for your next case.   Brian Leising CLU, ChFC, CASLLife Sales Manager     Direct…
Looking for Performance and Reliability? - Looking for Performance and Reliability?   Both qualities matter when searching for the best IUL. That’s why our IUL portfolio…
Mind the Gap - How do you address the great retirement income gap your clients will face in their late retirement years? Do you…
Ensight Webinar -       Put Some Life into Your Life Insurance PresentationsThe first proposal visualization platform, providing an intuitive, interactive customer…
Ensight Proposal Visualization Software -   Ensight™ Proposal Visualization     The first proposal visualization platform, providing an intuitive, interactive customer experience.     Put…
John Hancock – Spotlight News - Spotlight News John Hancock has issued the following bulletins: * Spotlight News * Apple Watch Series 3 Now Available *…
American Equity – New Products Available in Connecticut - New Products Now Available in Connecticut American Equity is pleased to announce new fixed index annuity products and income rider…
Prudential – New Pricing on PruLife SUL Protector -   Changes to SUL Protector Prudential strives to offer a relevant suite of products that align to a variety of…
American General – Rates and Important Information - American General has issued the following bulletins: * Annuity Rates are Changing * Reminder - Crediting Process has Changed *…
Americo – Compliance Updates - AML Training Reminder As a reminder, all Americo agents who sell cash value products (term with cash value, universal life,…
Legacy Marketing – April 2017 Rate Updates - The latest rates are in for Legacy Exclusive Products. To be among the first to know, download the complete package…
Legacy Marketing – Rate Updates - Legacy Rate Announcement The latest rates are in for Legacy Exclusive Products. To be among the first to know, download…
American National – Rates and Important Information - Interest Rates will INCREASE in January! PLUS earn a Cash Bonus for 2017 Annuity Sales American National Rate Sheet -…
Transamerica – TransWeekly Newsletter - Underwriting Updated Trial Application Submission Guidelines As a reminder, effective January 1, 2017, trial applications will only be available on…
Legacy Marketing – January Rate Update - Legacy Rate Announcement The latest rates are in for Legacy Exclusive Products. To be among the first to know, download…
Three Options for Long-Term Needs - Presented by Gary Peterson Long term care is exploding with the Baby Boomers coming of age. As an agent, you…
Life Changes. Are Your Clients Prepared? - Presented by Gary Peterson Sometimes it benefits your client to have them pay a little more for their term insurance.…
Sales Concept Playbook - Presented by Gary Peterson Agents are always asking the question, “How can I get my clients and prospects interested in…
Illinois Mutual – Occupation Class Upgrade - With Illinois Mutual’s Personal Paycheck Power DI, your eligible W-2 clients may receive a one-class occupation upgrade, which allows them…
Insuring a Non-Working Spouse - Presented by Jim Linn Have you ever considered the cost to replace a stay-at-home spouse?  According to an article on…
Where Am I? - Presented by Gary Peterson In our technological world, we can use our GPS system to find out where we are…
Eight Elements of Extended Care Riders - Not all extended care riders on life insurance policies are created equally. Do you know the differences? Different combinations will…
With whom do you want to leave your money - Presented by Gary Peterson If given the choice, to whom would your clients want to leave their money: 1.  Loved Ones…
The Eight Elements of Extended Care Riders – Element 8 – Inflation - Presented by Brian Leising Finding the right formula for each client Not all extended care riders on life insurance policies…
The Eight Elements of Extended Care Riders – Element 7 – Payment method - Presented by Brian Leising inding the right formula for each client Not all extended care riders on life insurance policies…
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… Read More
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… Read More
NAC Benefit Solutions - See how a combination of customizable features equals financial security for your clients. Read More
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… Read More
Learn how to get free marketing tools using AtheneConnect. - Learn how to get free marketing tools using AtheneConnect. Read More
Strategic Design Annuity X - Learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and… Read More
Income without fees? - Income without fees? Read More
Ready for a change? - Have you been watching the financial markets lately? It seems that volatility has returned in a big way which is… Read More
Bonus or No Bonus Annuity - Presented by David Corwin I think I’d take the latter - let me explain why. I’ve been in this ever… Read More
Keeping up to date - Presented by Jim Linn Whether you are new to the industry or a veteran, there are areas regarding your licensing… Read More
We Have So Many Responsibilities As Advisers - By Deb Strong Tax season is upon us again and as financial planners, it’s our job to work with clients… Read More
Does This Ever Happen to You? - By Kevin Kusleika, President You've spent the money and the time and the effort to attract a new prospect to… Read More
“Mailbox Money” - Presented by David Corwin Living too long is a risk that many seniors are faced with today.  Studies show that… Read More
Our Primary Role in the Insurance Business is Protection… - By Deb Strong The insurance business is, for the most part, about protection; protecting homes, cars, belongings, assets and lives… Read More
Document Your Appointment - Presented by David Corwin I read an article recently that caused me to think about a few things. When Insurance… Read More
The Right Fit - Presented by Deb Strong Do you have clients that can’t tolerate the stock market roller-coaster ride?  Maybe they’re close to,… Read More
Where There’s a Problem – We Have a Solution - Presented by Deb Strong Do you have clients that are concerned with how they are going to pay for Long… Read More
Be “that guy” at the party - Presented by David Corwin I should say “that financial professional” to cover the women who work in this wonderful profession… Read More
We are a better option for insurance and financial advice than Google! - Presented by David Corwin As long as we remember that clients can now go online for insurance services, we will… Read More
Are you selling the right product? - Presented by David Corwin We are all financial professionals and our role is to fit the proper product and planning… Read More
Real Benefits of an Index Annuity - Presented by Deb Strong Please look at the attached charts. If you have retirement funds invested in equities, remember how… Read More
Tripler Benefit - Presented by Deb Strong We all have clients that will need additional income now or who can wait a little… Read More
Fixed Index Annuities: Sales growing, products evolving! - Presented by Richard Mangiameli For the first time, FIAs accounted for more than 50% of the market share for all… Read More
Oops . . . forgot to waive 6.3 million in sales loads? - Presented by David Corwin As we go further down the road in the financial services industry, which insurance only agents… Read More
Scary Retirement Statistics - Presented by Deb Strong It is frightening to think of how many Americans have reached the age to retire, but… Read More
Ups and Downs of Annuity Sales - Presented by Richard Mangiameli LIMRA Secure Retirement Institute reports a decline in annuity sales in the first quarter of 2015;… Read More
Four Keys to Roth Conversions - Presented by Deb Strong http://www.lifehealthpro.com/2015/07/27/4-keys-to-roth-conversions Contact Deb Strong at 800.397.9999 to learn more. Read More
Longevity Credits - Presented by Richard Mangiameli Longevity credits are increasing, which simply means we are living longer.  Mortality Tables for 2014 now… Read More
EquiTrust – Certainty Select Rate Increase - Certainty Select Rate Increase! Multi-Year Guarantee Annuity Effective for Apps Received on or After Tuesday, July 21, 2015 8 Years 3.00%… Read More
Ten Things You Should Know About Roth IRAs - By Rich Mangiameli Thanks to the tax benefits, Roth individual retirement accounts (IRAs) can be a great way to save… Read More
Get the Facts - Presented by David Corwin The other day I was doing some landscaping in my front yard and my neighbor (works at… Read More
Volatility Control Index - Presented by Deb Strong Clients have many different choices when picking an index strategy.  The Volatility Control Index is one… Read More
Longevity Risk - Presented by Richard Mangiameli Longevity risk is one of the primary concerns your clients will have in their retirement years. … Read More
Leaving Behind a Non-Qualified Annuity - Presented by David Corwin. It is widely known that a beneficiary of qualified dollars has the ability to receive payments… Read More
4 Risk Rules - Presented by Deb Strong Risk 1 - Inflation What is the #1 increase in expenses for a retiree?  Most people… Read More
Up to 50% Penalty-Free Withdrawal - Presented by Deb Strong We all have clients that have concerns about being able to access their money in case… Read More
Beneficiaries on IRAs - Beneficiaries on IRA’s   I read an article covering basic mistakes that agents make that can be very costly errors… Read More
Focusing on Retirement Income for Your Clients - Presented by Richard Mangiameli Advisors are very good at accumulating wealth for their client’s but now need to focus on… Read More
Are Income Riders Always the Best Approach? - Presented by David Corwin In my opinion, Income Riders are not always the best approach.  I will agree that they… Read More
Annuity “Doublers” can help with Long Term Care - Presented by Richard Mangiameli More and more seniors are experiencing the need for, as well as the stress associated with,… Read More
Positioning for Sales Success - Presented by Richard Mangiameli Today we hear that, as an advisor, we need to become a resource for our clients.… Read More
You Shred It - Presented by Deb Strong I have been in the financial services industry for 30 years.  One thing for sure is… Read More
Monthly Averaging vs. Monthly Point-to-Point - Presented by David Corwin Today I’m going to share the difference between two common crediting methods in indexed sales. In… Read More
Financial Surprises of Retirement Paychecks - Presented by Richard Mangiameli When we started working, one of the biggest surprises of our young adult life was the… Read More
What’s Your Client’s Risk Tolerance? - Everyone has a different point of view when it comes to risk tolerance.  Over the years, I have found there… Read More
Are Your Clients Losing Sleep Over Their Portfolio? - Presented by Deb Strong, Annuity Sales Manager Will Rogers famously said "I am not so much concerned with the return… Read More
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… Read More
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… Read More
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… Read More
Why Permanent Life Insurance? - Many times when we think of the most common reasons why someone might purchase life insurance, we think of some… Read More
Three Options for Long-Term Needs - Presented by Gary Peterson Long term care is exploding with the Baby Boomers coming of age. As an agent, you… Read More
5 Things You May Not Have Known About Long Term Care Insurance - Presented by Michelle Daharsh November is Long Term Care Awareness month, so ask yourself, “what do you know about long… Read More
Life is Precious and We are Only Here for a Limited Time - Presented by Leonard Berthelsen Wow, is that a profound statement or what? The loss of a loved one or even… Read More
The Element Advantage – a practical, accessible, and affordable Long Term Care Plan - Presented by Michelle Daharsh A new long term care solution was introduced to the industry in late June of this… Read More
Overcoming Objections in a LTC Sale - Presented by Tim Dreher If you read my last two blogs (and I hope that you have) you’ll know that… Read More
Are Medicare Supplements On Your Radar This Fall? - Presented by Leonard Berthelsen That time of the year is quickly approaching where there is much focus on the Medicare… Read More
Overcoming objections in a LTC sale - Presented by Tim Dreher In my many years of working with Long Term Care insurance, I’m pretty confident that I’ve… Read More
Prospecting for Disability Income Protection: Who is Your Target Market? - Presented by Michelle Daharsh Are you having the conversation with your prospects about disability income protection? Or are you reluctant… Read More
The Aging of the Baby Boomer Generation has an Enormous Effect on Federal and State Budgets - Presented by Leonard Berthelsen It was only a matter of time before the effect of the aging of Baby Boomers… Read More
How to Choose a Long Term Care Carrier - Presented by Michelle Daharsh When it comes to selecting an LTCi carrier today, you certainly have lots of choices. Most… Read More
Not responsible for your parent’s debts? Filial responsibility laws may disagree! - Presented by Leonard Berthelsen Many times we have a notion that we know how something should turn out, only to find… Read More
Keeping up to date - Presented by Jim Linn Whether you are new to the industry or a veteran, there are areas regarding your licensing… Read More
Are Commission Eliminations a Trend for Us to be Concerned With? - Presented by Leonard Berthelsen There has been a lot of talk and many articles in our trade publications about carriers… Read More
Have you considered a High-Deductible Medicare Supplement Plan F? - Presented by Tim Dreher Do your healthy senior clients ever express to you their frustration about paying high monthly premiums… Read More
Short Term Care Might Just Be The Answer You Are Looking For - Presented by Michelle Daharsh Short Term Care . . . why you and your clients should consider it. If you… Read More
Are Your Clients Prepared For Long Term Care? - Presented by Leonard Berthelsen It has been reported in many articles and news features that Americans are just not prepared… Read More
Helping a Business Owner Keep The Business Running - Presented by Michelle Daharsh When small business owners become disabled, there’s a lot more at stake than just their personal… Read More
Why You Need to Sell DI Regardless of Your Specialty - Presented by Tim Dreher Many agents and advisors that I talk to just like you are not what I would… Read More
“Thanks, but no thanks. I already have DI through work.” - Presented by Tim Dreher I’m sure that most of you who market Disability Income Protection have heard this before, perhaps… Read More
4 Common Mistakes Your Clients May Be Making When Protecting Their Paycheck - Presented by Michelle Daharsh When having a conversation about disability income protection with your clients, you will probably come across… Read More
Medicare Supplement plans – enhancing your bottom line - Presented by Leonard Berthelsen As an industry, we have been talking about the impact that the baby boom generation was… Read More
Long Term Care vs. Short Term Care – What is the Right Answer? - Presented by Leonard Berthelsen Most agents probably haven’t given much thought to this issue and quite frankly, I can’t blame… Read More
Long Term Care Concerns - Presented by Michelle Daharsh Not many people really ever want to think that they will need long term care services… Read More
Disability Income Protection – Good for Both the Client and the Producer - Presented by Tim Dreher There are many good reasons for making the effort to start talking to your clients about… Read More
The Time has Come for Some Frank Discussions with Gen Xers and Millennials About Retirement - Presented by Leonard Berthelsen Over the last dozen or so years, the financial services industry has been focused on how… Read More
With Experience Comes Knowledge.  Are the LTCi Carriers Getting it Right?  - Presented by Leonard Berthelsen We certainly would like to think that knowledge comes from experience and that we are onto… Read More
Providing LTC Coverage for an Uninsurable Spouse - Presented by Tim Dreher Long Term Care awareness month is November and I wanted to expand on my last blog… Read More
November is Long Term Care Awareness Month - Presented by Tim Dreher The month of November is Long Term Care Awareness month and as we move into the… Read More
Do you have the tools to be successful this Medicare Annual Open Enrollment Period? - Presented by Michelle Daharsh Medicare’s Annual Enrollment Period (AEP) is one of the busiest times of the year for producers… Read More
Insuring a Spouse For Free with LTCi, (well almost) - Presented by Tim Dreher Nearly every day while working with insurance producers, I get a request to run an LTCi… Read More
When a LTC Rate Increase Occurs, How You React to it will determine your Client’s Next Move - Presented by Leonard Berthelsen Rate increases in any product line are never popular, nor are they a pleasant conversation with… Read More
Using the Affordable Care Act to your Advantage - Presented by Leonard Berthelsen It really doesn’t matter which side of the fence you’re on when talking about the Affordable… Read More
What has 80 years of Social Security taught us? - Presented by Leonard Berthelsen Looking back on the eighty years since the creation of Social Security, the idea of retirement… Read More
Major Premium Increases Projected for Part B Medicare in 2016 - Presented by Leonard Berthelsen Several reports recently, including one from CSG Actuarial, have indicated that there is going to be… Read More
Does Open Enrollment with Medicare Mean the Same Thing from one Broker to the Next? - Presented by Leonard Berthelsen The answer is, probably not!  We field calls frequently from brokers and agents that don’t work… Read More
A Debate Between Traditional Long Term Care Insurance and Hybrid Products - Presented by Leonard Berthelsen There seems to be quite a debate being waged between traditional LTC products and the hybrids… Read More
Is Waiting for the Supreme Court’s Decision on the Affordable Care Act Affecting your Bottom Line? - Presented by Leonard Berthelsen I often talk with agents like you and get varied opinions on how the Supreme Court will… Read More
Is an Inflation Rider Critical to a Long Term Care Plan? - Presented by Leonard Berthelsen I read with a smile on my face the news release by AALTCi regarding buyers purchasing… Read More
Are You Ready to Embrace the Future of Long Term Care Coverage? - Presented by Leonard Berthelsen I usually try to stay away from being company specific or naming products in my writings,… Read More
Facing our own Mortality: Will your Trip be Memorable? - Presented by Leonard Berthelsen The data is out there, 70 million baby boomers are entering retirement and also coming to… Read More
Emphasizing Disability Income Awareness is more than just One Month out of the Year - Presented by Leonard Berthelsen May is designated as Disability Income Awareness month and much of the focus is given to… Read More
Taking Care of Our Fathers’ Generation - Presented by Leonard Berthelsen It’s now been six weeks since the loss of my good friend who suffered in his… Read More
Critical Illness Insurance for the Small Business Owner - Presented by Tim Dreher What kind of an illness or injury would it take to keep a small business owner… Read More
UNDERSTANDING WHAT GOES INTO A DISABILITY UNDERWRITING DECISION - Presented by Donna Ries The purpose of disability income is to protect your client’s income in the event they should… Read More
New Thinking in LTC Product Design – See What John Hancock is Bringing to the Market - Presented by Leonard Berthelsen For a number of years, the long term care industry has proclaimed that product design needs… Read More
As a Producer, it Might be a Good Time to Re-look at Long Term Care Insurance - Presented by Leonard Berthelsen There has been a fair amount of concern and frustration in recent years among producers and… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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,… Read More
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… Read More
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… Read More
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… Read More
NAC Benefit Solutions - See how a combination of customizable features equals financial security for your clients. Read More
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… Read More
Learn how to get free marketing tools using AtheneConnect. - Learn how to get free marketing tools using AtheneConnect. Read More
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… Read More
Strategic Design Annuity X - Learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and… Read More
Why Permanent Life Insurance? - Many times when we think of the most common reasons why someone might purchase life insurance, we think of some… Read More
Underwriting with Andrea #6 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the… Read More
Underwriting with Andrea #5 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the… Read More
Underwriting with Andrea #4 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the… Read More
Rethink Guarantees – What Your Clients Are Missing - Rethink GuaranteesWhat Your Clients Are Missing Read More
Taxes Are On Sale! Three Ways to Take Advantage - The Tax Cuts and Jobs Act of 2017 lowered Federal income tax rates for most Americans. Even though these rates… Read More
Interested in adding more value to your term life insurance sales? -     Interested in adding more value to your term life insurance sales?     Price is not always the… Read More
Underwriting with Andrea #2 - Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the clients you protect have… Read More
Taxes are on sale right now - Three life insurance sales ideas to help your client take advantage before it is too late Federal income taxes are… Read More
Why everyone you meet is worth $1,000! - Contact your Life Sales Manager for your next case.   Brian Leising CLU, ChFC, CASLLife Sales Manager     Direct… Read More
Agent Referral Program - Are you familiar with the Agent Referral Program at Financial Brokerage? Here is how it works: refer an agent to… Read More
Looking for Performance and Reliability? - Looking for Performance and Reliability?   Both qualities matter when searching for the best IUL. That’s why our IUL portfolio… Read More
Income without fees? - Income without fees? Read More
You don’t have to settle for less than the best - Financial Brokerage has partnered with ITC to provide you with top website technology Insurance Website Builder so your firm can… Read More
Take the worry of paying for medical care out of retirement! - Take the worry of paying for medical care out of retirement! Read More
Mind the Gap - How do you address the great retirement income gap your clients will face in their late retirement years? Do you… Read More
Ensight Webinar -       Put Some Life into Your Life Insurance PresentationsThe first proposal visualization platform, providing an intuitive, interactive customer… Read More
Ensight Proposal Visualization Software -   Ensight™ Proposal Visualization     The first proposal visualization platform, providing an intuitive, interactive customer experience.     Put… Read More
Silver, Gold or Platinum – where will you be? - Presented by David Corwin   When it comes to perks, you want a program that gives you that little extra… Read More
What Social Security Seminars can do for YOU – Part 2 - Presented by Brian Leising Let’s put our two problems (you need more clients, pre-retirees need professional help) together and come… Read More
Annuity Risks Clients Should Consider - Presented by David Corwin I read an email recently and thought it would be great to share some of the… Read More
What Social Security Seminars can do for YOU – Part 1 - Presented by Brian Leising Some things are better together, like peanut butter and jelly, nuts and bolts, I’m sure you’ve… Read More
2015 is Almost Here - Presented by Gary Peterson To help jump start your business see below. Life insurance left untouched may no longer be… Read More
High Deductible Survival Plan – Part Three - Presented by Brian Leising In parts one and two, I explained how a basic term life policy with a critical… Read More
HYBRID - Presented by Richard Mangiameli If you look up the definition of “hybrid”, one of the results is “anything derived from… Read More
Final Expense vs Whole Life - Presented by Gary Peterson Here is an idea I received from two of our whole life/final expense carriers: These two… Read More
Transactional Selling vs. Solution-Based Selling - Presented by David Corwin My money (pardon the pun), is on solution-based selling; the difference being that transactional-based selling is… Read More
It’s time to break the ice on the topic of extended care planning with your clients - Presented by Donna Ries Even a short time spent talking today with your clients can help them avoid years of… Read More
High Deductible Survival Plan – Part Two - Presented by Brian Leising In part one, I discussed the needs many people have for both money to pay high… Read More
The Rule of 72 - Presented by Richard Mangiameli The Rule of 72 is a shortcut to determine how long it takes for capital to… Read More
My Money Is Going Where? - Presented by Gary Peterson Do your clients have a plan for their IRA when they pass away? Do they know… Read More
The Important Decision at Retirement - Presented by David Corwin Did you know that, at retirement, you might have to make a difficult decision that could… Read More
ROP Rider for a Younger Client - Presented by Donna Ries Here’s an idea to consider for a younger client: Protecting an income should be a client’s… Read More
You don’t have to settle for less than the best - Financial Brokerage has partnered with ITC to provide you with top website technology Insurance Website Builder so your firm can… Read More
Take the worry of paying for medical care out of retirement! - Take the worry of paying for medical care out of retirement! Read More
Mutual of Omaha – Express Newsletter for March 21, 2018 - |   Medicare Supplement New Medicare Supplement Plan - KY Effective March 30, 2018, you may begin selling our new competitively… Read More
National Western – The Score Newsletter and New Interest Rates -  Annuity Interest Rates – Going Up! Annuity interest rates have changed. Click here to see the new Annuity rates.   … Read More
American Equity – New Product Announcement -   New Product Announcement To view more information on American Equity's new product, click here. Read More
Lincoln Financial – Large Case Capacity – Low Term Rates - Rely on our large case know-how We've made updates to our rates for Lincoln LifeElements® Level Term, but cost isn’t the… Read More
American General – AG News for March 8, 2018 - American General has issued their latest newsletter. To view the AG News, click here. Read More
Fidelity & Guaranty – Safe Income Plus FIA Updates - FGL Updates Safe Income Plus FIA The changes to Safe Income Plus include: * Updated payout percentage factors * Revised… Read More
Illinois Mutual – Monthly DI Newsletter - Illinois Mutual has issued their monthly DI Newsletter. To view the newsletter, click here. Read More
Legacy Marketing – New March Rates and A Classic New FIA has Arrived - Legacy Rate Announcement The latest rates are in for Legacy Exclusive Products. To be among the first to know, download… Read More
Americo – Annuity Rate Change Notice - New Annuity Rates Effective March 8, 2018   The deadline to lock in current rates is March 7, 2018. Applications… Read More
Mutual of Omaha – Express Newsletter for February 28, 2018 -   Use Life Insurance for Living with Your Clients The Life Insurance for Living brochure and mobile app is a… Read More
Lincoln Financial – Business Solutions Newsletter - The new tax code is top of mind for everyone, especially small-business owners. The Lincoln Business Insurance team is prepared… Read More
Protective – Updates to Protective Indexed Choice UL - Click on the link below to get the latest Protective Life updates. Updates to Protective Indexed ChoiceSM UL Maximum Illustrated… Read More
American National – Rate Increase and Important Information - American National has issued the following bulletins: * Rate Increase * Product Changes * The Independent Voice Read More
State Life – Care Solutions News - State Life has issued their latest newsletter. To read the Care Solutions News, click here. Read More
Understanding Disability Insurance In About A Minute - You depend on your income for everything, the big things like home, car, student loans, medical and retirement. You also… Read More
John Hancock – SmartProtect Term with Vitality Update - As many of you may know, John Hancock’s Term portfolio is one of the fastest growing term franchises in the… Read More
Untitled - Fidelity & Guaranty has issued their latest newsletter. To view the News Updates, click here. Read More
American General – AG News for February 8, 2018 - American General has issued their latest newsletter. To view the AG News, click here. Read More
Mutual of Omaha – Express Newsletter for February 7, 2018 -     NEW Term Life Answers Rates Our new, competitive Term Life Answers rates will give you your best run… Read More
Great American – Rates are Increasing -   Rates are increasing for the products below! Please see the rate chart for more details. Fixed annuity rates effective February 5,… Read More
American General – In the Know Newsletter - Keeping you informed To help you stay abreast of the latest legal and compliance news from AIG member insurers, we… Read More
American National – The Independent Voice - American National has issued their latest newsletter. To view the Independent Voice, click here. Read More
Mutual of Omaha – Express Newsletter for February 1, 2018 -   Have You Seen the Updated CWL iPipeline e-App? On January 22, 2018 we enhanced our Children's Whole Life iPipeline… Read More
Great American – Secure American to Retire February 23, 2018 - Secure American To Retire February 23 The Secure American fixed annuity will retire on February 23, 2018. Applications must be signed by… Read More
Assurity – New Term Life Insurance - Assurity Term will be available in CA, DC, DE, FL, ND and SD on February 6, 2018. LifeScape NonMed Term… Read More
American National – Rate Increases - Interest Rate Increases! (Effective 2/1) American National Rate Sheet  Highlights: (See Rate Sheets for Details) MYG *Rates increase by 0.10% WealthQuest… Read More
North American – New Underwriting and Electronic Application Part I - Introducing WriteAwayAccelerated Underwriting  North American is excited to introduce WriteAway, a new process for underwriting for your healthiest clients and… Read More
American General – New Rates and AG News - American General has issued the following bulletins: * New, Lower Rates on Term 250K and Up * AG News Read More
Americo – New Rates and Compliance Updates - Americo has issued the following bulletins: * New Rates * Compliance Updates Read More
Lincoln Benefit – Agent Services Change - Agent Services for LBL Life Commissions and Licensing Moving to Third-Party Administrator   Lincoln Benefit Life (LBL) is transferring agent-related… Read More
American General – Rates - Rates and AG News American General has issued the following bulletins:* Annuity Rates are Changing   Read More
American Equity – Traditions Gold Discontinued - American Equity Traditions Gold Discontinued Effective January 31, 2018 the Traditions Gold (ICC11 IDX4)* product will be discontinued in all… Read More
Sagicor Life – New Year Annuity Incentive - Get the New Year Started with Sagicor's Rock the New Year Annuity Incentive! To view more details,click here.  Read More
North American – Important Update for New Rapid Builder IUL Sales - Important Update for New Rapid Builder IUL Sales North American is decreasing the current annual premium limit in all policy… Read More
Great American – Rates are Increasing -  Rates Are Increasing Effective January 15, 2018!    Great news! Rates are increasing for the SecureGain 5 and 7 fixed… Read More
North American – California Assembly Bill AB1696 Reminder - Reminder: California Assembly Bill AB1696 - Advertising Agent/Agency print requirements To comply with California Assembly Bill AB 1696, the word… Read More
State Life – Interest Rate Notice - Access interest rates effective Jan. 15   New business interest rates for the OneAmerica Care Solutions product suite are changing, effective… Read More
American General – Annuity Rates and Important Information - American General has issued the following bulletins: New Annuity Rates New ePlatform for AD&D Sales   Read More
Great American – New Rates - Great news for the new year! Rates are increasing for the following fixed-indexed annuities retroactively effective December 21, 2017! Purchase payments… Read More
American National – New Rates - New Rates   Lifetime Income Rider Increase & Form Changes   Effective 1/1/2018, the fixed interest rate on ANICO Strategy Indexed… Read More
Protective Life – Important News - Stay Current Click on the link below to get the latest Protective Life updates. New Enhancements to Online Customer Service… Read More
Pacific Life – New Product Conversion - Introducing: PL Promise Conversion UL Product for PL Promise Term Conversions To view the details, click here.   Read More
Great American – Reminder – Safe Outlook to be Retired - Reminder: Safe Outlook To Be Retired December 29   On December 29, the Safe Outlook fixed-indexed annuity will be retired.… Read More
Great American – Important Updates and Reminders - Simple Updates And Reminders      Year-end processing deadline To ensure that loan, distribution, RMD and annuitization requests are processed in… Read More
American General – Rates and Important News - American General has issued the following bulletins: * Guarantee Client Earnings with these Great Rates * AG News for December… Read More
Fidelity & Guaranty – Additional Covered Illnesses on Living Benefit Rider - Fidelity and Guaranty are pleased to announce that we have updated the Critical Illness Rideron FG Life-Choice and FG Life-Elite to… Read More
Mutual of Omaha – Express Newsletter for December 13, 2017 -   Help Clients Assess the Indexed Interest Rate Potential Our Indexed Universal Life look-back calculator provides clients with information that… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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,… Read More
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… Read More
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… Read More
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… Read More
NAC Benefit Solutions - See how a combination of customizable features equals financial security for your clients. Read More
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… Read More
Learn how to get free marketing tools using AtheneConnect. - Learn how to get free marketing tools using AtheneConnect. Read More
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… Read More
Strategic Design Annuity X - Learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and… Read More
Underwriting with Andrea #6 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the… Read More
Underwriting with Andrea #5 - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the… Read More
Rethink Guarantees – What Your Clients Are Missing - Rethink GuaranteesWhat Your Clients Are Missing Read More
Taxes Are On Sale! Three Ways to Take Advantage - The Tax Cuts and Jobs Act of 2017 lowered Federal income tax rates for most Americans. Even though these rates… Read More
Interested in adding more value to your term life insurance sales? -     Interested in adding more value to your term life insurance sales?     Price is not always the… Read More
Underwriting with Andrea #2 - Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the clients you protect have… Read More
Why everyone you meet is worth $1,000! - Contact your Life Sales Manager for your next case.   Brian Leising CLU, ChFC, CASLLife Sales Manager     Direct… Read More
Income without fees? - Income without fees? Read More
Take the worry of paying for medical care out of retirement! - Take the worry of paying for medical care out of retirement! Read More
Mind the Gap - How do you address the great retirement income gap your clients will face in their late retirement years? Do you… Read More
Ensight Proposal Visualization Software -   Ensight™ Proposal Visualization     The first proposal visualization platform, providing an intuitive, interactive customer experience.     Put… Read More
Join Tim Dreher as he covers Understanding Medicare terminology with regards to enrollment periods - Understanding Medicare terminology with regards to enrollment periods (view on our youtube channel) Read More
Join Michelle Daharsh as she covers Converting from a MedAdvantage plan to a Medicare Supplement plan - Converting from a MedAdvantage plan to a Medicare Supplement plan (view on our youtube channel) Read More
Michelle Daharsh explains the 4 parts of Medicare - Understanding the Four Parts of Medicare Read More
Foresters – October Training Schedule and Be a Hero - Foresters - October Training Schedule and Be a Hero Foresters has issued the following bulletins: * October Training Schedule *… Read More
Qualified Longevity Annuity Contracts - By David Corwin, Annuity Sales Manager Many agents have yet to hear about QLACs, but most certainly many of their… Read More
EquiTrust – Reminder – Product Training Required - Product Training Required BEFORE Annuity Solicitation New Simplified Login for Training – No Password Required! EquiTrust Life requires ALL producers (regardless… Read More
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,… Read More
NAC Benefit Solutions - See how a combination of customizable features equals financial security for your clients. Read More
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… Read More
Rethink Guarantees – What Your Clients Are Missing - Rethink GuaranteesWhat Your Clients Are Missing Read More
Assurity – Juvenile Whole Life Policies Webinar - Assurity - Juvenile Whole Life Policies Webinar This webinar will help you identify clients and prospects for juvenile whole life,… Read More
Lincoln Financial Group – Competitive Services Webinar - Lincoln Financial Group - Competitive Services Webinar If one of your resolutions for 2016 is to do more life insurance… Read More
American National – California Accelerated Benefit Riders Webinar - American National - California Accelerated Benefit Riders Webinar Available on American National life insurance policies in January 2016. Available Policies… Read More
North American – Annuity Industry Changes Webinar - North American - Annuity Industry Changes Webinar Join in for an important live webcast to discover: * 2016 mortality table change… Read More
Protective Life – Working with Couples Upcoming Webinars - Protective Life - Working with Couples Upcoming Webinars If the answer makes you uneasy, Protective has a pair of webinars to help… Read More
Lincoln Financial Group – Competitive Services ONE Meeting - Lincoln Financial Group - Competitive Services ONE Meeting Greetings, We had tremendous interest in the recent Lincoln Competitive Services Group… Read More
North American – Discover How to Address the Top Six Annuity Objections - North American - Discover How to Address the Top Six Annuity Objections If you attend this web event with Bill… Read More
Transamerica – TransWeekly Newsletter and Upcoming Webinar - Transamerica - TransWeekly Newsletter and Upcoming Webinar PRODUCT DEVELOPMENT & MANAGEMENT Accelerated Death Benefit Rider on Immediate and 10 Pay… Read More
Lincoln Financial Group – Important Bulletins - Lincoln Financial Group - Important Bulletins Lincoln Financial has issued the following bulletins: * Term to Perm - Make the… Read More
Transamerica – TransWeekly Newsletter and Upcoming Webinar - Transamerica - TransWeekly Newsletter and Upcoming Webinar Transamerica has issued the following bulletins: * TransWeekly Newsletter for July 22, 2015… Read More
Principal Financial Group – IDI Illustration System Training - Principal Financial Group - IDI Illustration System Training Principal Financial is committed to providing the training you need to: * Learn… Read More
State Life – Care Solutions News - State Life has issued their latest newsletter. To read the Care Solutions News, click here. Read More
Mutual of Omaha – Express Newsletter for November 29, 2017 -   Comparing IUL Policy Costs While IUL products with elaborate marketing features may be appealing, it's important to look further… Read More
Mutual of Omaha – Express Newsletter for November 1, 2017 -     The Growth Potential of Income Advantage IUL Learn why indexed universal life insurance is the fastest growing permanent… Read More
National Western – The Score Newsletter - NWL Income Protector -  New States Added!  We are excited to announce that the NWL Income Protector is now available… Read More
National Western – The Score Newsletter - Are You on Target? Find Out! Now it's easy to view your progress and find out if you need to… Read More
National Western – The Score Newsletter - Changes to California Take Effect Jan. 1, 2017 In September, the state of California adopted Bill #2484 which modified the… Read More
Transamerica – TransWeekly Newsletter for August 25, 2016 - Product New Trendsetter Term Consumer Letters Check out the latest Trendsetter materials. Use the new term life insurance, Trendsetter® Super,… Read More
AXA Equitable – Life Communications for August 19, 2016 - AXA Equitable has issued their latest newsletter. To view the Life Communications , click here. Read More
Mutual of Omaha – Express Newsletter for July 20, 2016 - Mutual of Omaha has released their latest news letter.  Read More Read More
Transamerica – TransWeekly Newsletter for June 30, 2016 - PRODUCT Trendsetter Portfolio Reprice Effective June 25, 2016, Trendsetter Super and Trendsetter LB were repriced to align with Transamerica's strategic… Read More
National Western – The Score Newsletter for May 23, 2016 - Electronic Interest Election Notices In continued commitment to making processes more primrose agent-friendly, NWL is pleased to announce that the Interest Election Notices… Read More
Voya – Life Update for May 11, 2016 - The power of an indexed strategy brochure Get the details on the fixed strategy and three indexed strategies in Voya… Read More
American General – In the Know for May 2016 - In the Know Newsletter for May 2016 New cash accumulation IUL  Max Accumulator+ will help insureds accumulate and access tax-deferred… Read More
Mutual of Omaha – Express for May 4, 2016 - Mutual of Omaha Express for May 4, 2016. Read More
American National – The Independent Voice for May 2016 - American National has issued their latest newsletter including May interest rates. To view The Independent Voice, click here. Read More
American General – Rates and AG News - American General has issued the following bulletins: Annuity Rates are Changing Today AG News for April 14, 2016 Read More
Mutual of Omaha – Express Newsletter for April 13, 2016 - Mutual of Omaha has issued their latest newsletter. To view the Express, click here. Read More
Voya – Life Update for April 13, 2016 - Voya has issued their latest newsletter. To view the Life Update, click here. Read More
Mutual of Omaha – Express Newsletter and New State Approval - Mutual of Omaha has issued the following bulletins: Express Newsletter Including April Rates New ABR Rider Available in California Read More
American General – In the Know Newsletter - American General has issued their latest life newsletter. To view the In the Know, click here. Read More
American General – Rates, News and Upcoming Webinars - American General has issued the following bulletins: Annuity Rates are Changing AG News for March 31, 2016 Notice of Discontinuation… Read More
American National – The Independent Voice and Rates for April 4, 2016 - American National has issued their latest newsletter. To view the Independent Voice, click here. Read More
Voya – Life Update for March 30, 2016 - Voya has issued their latest newsletter. To view the Life Update, click here. Read More
Mutual of Omaha – Express Newsletter and April Rates - Mutual of Omaha has issued their latest newsletter. To view the Express, click here. Read More
Athene – News Updates - Athene has issued their latest newsletter. To view the issue, click here. Read More
Lincoln Financial Group – Important Rate Updates - Lincoln Financial has issued the following bulletins: Important Rate Updates for Lincoln Term The Lincoln Leader Read More
Prudential – Life Essentials Newsletter for March 14, 2016 - Prudential has issued their latest newsletter. To view the Life Essentials, click here. Read More
National Western – The Score Newsletter for March 7, 2016 - National Western has issued their latest newsletter. To view the Score, click here. Read More
Voya – Life Update for March 9, 2016 - Voya has issued their latest newsletter. To view the Life Update, click here. Read More
Athene – News and Updates for March 2016 - Athene has issued their latest newsletter. To view the News and Updates, click here. Read More
American General – Rates and Important Information - American General has issued the following bulletins: Income Annuity Rates will Increase on Monday, March 14, 2016 Annuity Rates are… Read More
John Hancock – LTC News for March 7, 2016 - John Hancock has issued their latest newsletter. To view the LTC News, click here. Read More
Mutual of Omaha – Express for March 9, 2016 - Mutual of Omaha has issued their latest newsletter. To view the Express, click here. Read More
AXA Equitable – Life Communications for March 8, 2016 - Have you visited AXA for Life, a new online portal to help life insurance professionals become even more successful? With… Read More
Transamerica – News Bulletins - Transamerica has issued the following bulletins: Social Media Marketing Forms Update TransWeekly for March 2, 2016 Read More
North American – News Updates - North American has issued the following bulletins: News Updates for Februray 29, 2016 NAC IncomeChoice - No Rider Charge TSA/403(b)… Read More
Mutual of Omaha – Express Newsletter and the New IUL is Here - Mutual of Omaha has issued the following bulletins: Express Newsletter for March 2, 2016 The New IUL is Here Read More
American General – Rates and Important Bulletins - American General has issued the following bulletins: Revised Lockbox and Wire Instructions Annuity Rates are Changing Effective March 7, 2016… Read More
Voya – Life Update for March 2, 2016 - Voya has issued their latest life newsletter. To view the Life Update, click here. Read More
American National – The Independent Voice and Rates for March 2016 - American National has issued their latest newsletter with March interest rates. To view the Independent Voice, click here. Read More
National Western – The Score Newsletter for February 29, 2016 - National Western has issued their latest newsletter. To view the Score, click here. Read More
Voya – News You Can Use for February 26, 2016 - Voya has issued their latest newsletter. To view the News You Can Use, click here. Read More
Prudential – Life Essentials Newsletter for February 29, 2016 - Prudential has issued their latest newsletter. To view the Life Essentials, click here. Read More
American General – AG News for February 25, 2016 - American General has issued their latest newsletter. To view the AG News, click here. Read More
Mutual of Omaha – Express for February 24, 2016 - Mutual of Omaha has issued their latest newsletter. To view the Express, click here. Read More
Mutual of Omaha – Express for February 17, 2016 - Mutual of Omaha has issued their latest newsletter. To view the Express, click here. Read More
Voya – Life Updates - Voya has issued their latest newsletter. To view the Life Updates, click here. Read More
State Life – Noteworthy News - State Life has issued their latest newsletter. To view the Noteworthy News, click here. Read More
Voya – News You Can Use - Voya has issued their latest newsletter. To view the News You Can Use, click here. Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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 •… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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… Read More
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!… Read More
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… Read More
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… Read More
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… Read More
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,… Read More
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… Read More
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… Read More
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… Read More
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… Read More
Vlog Episode 21 – Key Person vs. Buy-Sell - VLOG Episode 21 - Key Person vs. Buy-Sell Read More