Direct-to-Consumer Life Insurance Sales - Direct-to-Consumer Life Insurance Sales Direct-to-Consumer Life Insurance Sales Have you seen any ads on social media for life insurance? There… … Continue reading Direct-to-Consumer Life Insurance Sales
Seven Reasons To Offer Single Premium Whole Life - The BIG 3 Advantages of IUL Seven Reasons To Offer Single Premium Whole Life "Single premium whole life insurance sounds… … Continue reading Seven Reasons To Offer Single Premium Whole Life
He said, she said…Long-term care solutions spouses can agree on - The BIG 3 Advantages of IUL He said, she said…Long-term care solutions spouses can agree on Have you ever had… … Continue reading He said, she said…Long-term care solutions spouses can agree on
The BIG 3 Advantages of IUL - The BIG 3 Advantages of IUL The BIG 3 Advantages of IUL Index Universal Life Insurance offers many unique advantages… … Continue reading The BIG 3 Advantages of IUL
The Sequence of Returns Does It Really Matter in Retirement? - The Sequence of Returns Does It Really Matter in Retirement? The Sequence of Returns Does It Really Matter in Retirement?… … Continue reading The Sequence of Returns Does It Really Matter in Retirement?
Stacking Strategies with Asset Care - Stacking Strategies with Asset Care/title> Stacking Strategies with Asset Care What if you could reconnect with clients who did not… … Continue reading Stacking Strategies with Asset Care
MYTHBUSTED! Four reasons for life insurance in retirement - Four reasons for life insurance in retirement MYTHBUSTED! Four reasons for life insurance in retirement "I won’t need life insurance… … Continue reading MYTHBUSTED! Four reasons for life insurance in retirement
Life Insurance Allocation Tool – A Quiz For Your Clients - Untitled Document Life Insurance Allocation Tool – A Quiz For Your Clients You've probably heard of asset allocation, but… … Continue reading Life Insurance Allocation Tool – A Quiz For Your Clients
Life Insurance Quoting – Beyond The Price, What Else Is Included? - Life Insurance Quoting Life Insurance Quoting – Beyond The Price, What Else Is Included? … Continue reading Life Insurance Quoting – Beyond The Price, What Else Is Included?
Life Insurance Quoting – Getting Started With A Basic Price Comparison - Life Insurance Quoting – Getting Started With A Basic Price Comparison Have you been tempted to quote life insurance on… … Continue reading Life Insurance Quoting – Getting Started With A Basic Price Comparison
- Unlock the power of Indexed Universal Life so you can transform your business. (4/15/2019) - Unlock the power of Indexed Universal Life so you can transform your business. With Stonewood software and turn-key marketing programs, … Continue reading Unlock the power of Indexed Universal Life so you can transform your business.
- Which Life/LTC Insurance Combo is the Best? (3/18/2019) - Which Life/LTC Insurance Combo is the Best? How do you know when to use universal life insurance with a LTC … Continue reading Which Life/LTC Insurance Combo is the Best?
- Relieve your Clients’ Policy Loan Burden (1/14/2019) - Stop me if you’ve heard this one before… During a client review you discover that your client has a life … Continue reading Relieve your Clients’ Policy Loan Burden
- NAC Benefit Solutions (12/27/2018) - See how a combination of customizable features equals financial security for your clients.
- AssetShield 5 | 7 | 10 (12/27/2018) - Hear about American Equity’s new accumulation product called the AssetShield and how it can help your client achieve their financial … Continue reading AssetShield 5 | 7 | 10
- Learn how to get free marketing tools using AtheneConnect. (12/27/2018) - Learn how to get free marketing tools using AtheneConnect.
- Why Permanent Life Insurance? (12/27/2018) - With one policy you cover part of your client’s pre-retirement death benefit need; you protect against their health care expense … Continue reading Why Permanent Life Insurance?
- Strategic Design Annuity X (12/27/2018) - Learn more about the Strategic Design Annuity X. Its unmatched combination of liquidity and income potential allows financial professionals and … Continue reading Strategic Design Annuity X
- Underwriting with Andrea #6 (10/2/2018) - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the … Continue reading Underwriting with Andrea #6
- Underwriting with Andrea #5 (8/23/2018) - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the … Continue reading Underwriting with Andrea #5
- Underwriting with Andrea #4 (7/19/2018) - Declines got you down? Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the … Continue reading Underwriting with Andrea #4
- Rethink Guarantees – What Your Clients Are Missing (7/5/2018) - Rethink GuaranteesWhat Your Clients Are Missing
- Taxes Are On Sale! Three Ways to Take Advantage (6/27/2018) - The Tax Cuts and Jobs Act of 2017 lowered Federal income tax rates for most Americans. Even though these rates … Continue reading Taxes Are On Sale! Three Ways to Take Advantage
- Interested in adding more value to your term life insurance sales? (6/14/2018) - Interested in adding more value to your term life insurance sales? Price is not always the … Continue reading Interested in adding more value to your term life insurance sales?
- Underwriting with Andrea #2 (6/13/2018) - Underwriting is both an Art and a Science. Here at Financial Brokerage we know that the clients you protect have their own unique histories that often present Underwriting challenges. With so many options available, knowing where to start can be daunting. Let us help you choose the right carrier the first time. Stop Declines before they happen and contact me the next time you've "got a guy" that you're not quite sure where to start with. You might just be surprised at what I'll find…
- Taxes are on sale right now (5/9/2018) - Three life insurance sales ideas to help your client take advantage before it is too late Federal income taxes are … Continue reading Taxes are on sale right now
- Why everyone you meet is worth $1,000! (5/8/2018) - Contact your Life Sales Manager for your next case. Brian Leising CLU, ChFC, CASLLife Sales Manager Direct … Continue reading Why everyone you meet is worth $1,000!
- Agent Referral Program (4/26/2018) - Are you familiar with the Agent Referral Program at Financial Brokerage? Here is how it works: refer an agent to … Continue reading Agent Referral Program
- Looking for Performance and Reliability? (4/17/2018) - Looking for Performance and Reliability? Both qualities matter when searching for the best IUL. That’s why our IUL portfolio … Continue reading Looking for Performance and Reliability?
- Income without fees? (4/12/2018) - Income without fees?
- You don’t have to settle for less than the best (4/4/2018) - Financial Brokerage has partnered with ITC to provide you with top website technology Insurance Website Builder so your firm can … Continue reading You don’t have to settle for less than the best
- Take the worry of paying for medical care out of retirement! (4/4/2018) - Take the worry of paying for medical care out of retirement!
- Mind the Gap (3/28/2018) - How do you address the great retirement income gap your clients will face in their late retirement years? Do you … Continue reading Mind the Gap
- Ensight Webinar (3/15/2018) - Put Some Life into Your Life Insurance PresentationsThe first proposal visualization platform, providing an intuitive, interactive customer … Continue reading Ensight Webinar
- Ensight Proposal Visualization Software (2/5/2018) - This content is restricted to site members. If you are an existing user, please log in. New users may register … Continue reading Ensight Proposal Visualization Software
- Upcoming Mortality Table Changes Will Lower Annuity Payouts – by David Corwin, Annuity Sales Manager (10/1/2015)
- Annuity Sales Talk – Athene Annuity (7/27/2015)
- Silver, Gold or Platinum – where will you be? (1/29/2015) - Presented by David Corwin When it comes to perks, you want a program that gives you that little extra … Continue reading Silver, Gold or Platinum – where will you be?
- What Social Security Seminars can do for YOU – Part 2 (12/31/2014) - Presented by Brian Leising Let’s put our two problems (you need more clients, pre-retirees need professional help) together and come … Continue reading What Social Security Seminars can do for YOU – Part 2
- Annuity Risks Clients Should Consider (12/22/2014) - Presented by David Corwin I read an email recently and thought it would be great to share some of the … Continue reading Annuity Risks Clients Should Consider
- What Social Security Seminars can do for YOU – Part 1 (12/17/2014) - Presented by Brian Leising Some things are better together, like peanut butter and jelly, nuts and bolts, I’m sure you’ve … Continue reading What Social Security Seminars can do for YOU – Part 1
- 2015 is Almost Here (12/15/2014) - Presented by Gary Peterson To help jump start your business see below. Life insurance left untouched may no longer be … Continue reading 2015 is Almost Here
- High Deductible Survival Plan – Part Three (12/9/2014) - Presented by Brian Leising In parts one and two, I explained how a basic term life policy with a critical … Continue reading High Deductible Survival Plan – Part Three
- HYBRID (12/8/2014) - Presented by Richard Mangiameli If you look up the definition of “hybrid”, one of the results is “anything derived from … Continue reading HYBRID
- Final Expense vs Whole Life (12/4/2014) - Presented by Gary Peterson Here is an idea I received from two of our whole life/final expense carriers: These two … Continue reading Final Expense vs Whole Life
- Transactional Selling vs. Solution-Based Selling (12/3/2014) - Presented by David Corwin My money (pardon the pun), is on solution-based selling; the difference being that transactional-based selling is … Continue reading Transactional Selling vs. Solution-Based Selling
- It’s time to break the ice on the topic of extended care planning with your clients (12/2/2014) - Presented by Donna Ries Even a short time spent talking today with your clients can help them avoid years of … Continue reading It’s time to break the ice on the topic of extended care planning with your clients
- High Deductible Survival Plan – Part Two (12/1/2014) - Presented by Brian Leising In part one, I discussed the needs many people have for both money to pay high … Continue reading High Deductible Survival Plan – Part Two
- The Rule of 72 (11/25/2014) - Presented by Richard Mangiameli The Rule of 72 is a shortcut to determine how long it takes for capital to … Continue reading The Rule of 72
- My Money Is Going Where? (11/24/2014) - Presented by Gary Peterson Do your clients have a plan for their IRA when they pass away? Do they know … Continue reading My Money Is Going Where?
- The Important Decision at Retirement (11/20/2014) - Presented by David Corwin Did you know that, at retirement, you might have to make a difficult decision that could … Continue reading The Important Decision at Retirement
- ROP Rider for a Younger Client (11/19/2014) - Presented by Donna Ries Here’s an idea to consider for a younger client: Protecting an income should be a client’s … Continue reading ROP Rider for a Younger Client
- High Deductible Survival Plan – Part One (11/18/2014) - Presented by Brian Leising Do you have clients with high deductible health insurance policies? Do you know people that need … Continue reading High Deductible Survival Plan – Part One
- Part of the Plan (11/17/2014) - Presented by Richard Mangiameli When considering retirement income planning, life insurance and annuities should be part of the plan, because … Continue reading Part of the Plan
- College Planning Market (11/13/2014) - Presented by Gary Peterson If you work in the college planning market, you are well aware of strategies to move … Continue reading College Planning Market
- Health Care in Retirement (11/12/2014) - Presented by David Corwin In 2012, men reaching age 65 had an average additional life expectancy of 17.8 years, while … Continue reading Health Care in Retirement
- Are you living with half a health plan? (11/11/2014) - Presented by Donna Ries Medical plans cover the costs of doctors and hospitals, but are your clients prepared to cover … Continue reading Are you living with half a health plan?
- Six Questions for Six Life Insurance Sales to Seniors – Part 6 (11/10/2014) - Presented by Brian Leising Do you have senior clients? Did they purchase only one product from you? Was it a … Continue reading Six Questions for Six Life Insurance Sales to Seniors – Part 6
- Conversations with Aging Parents (11/6/2014) - Presented by Richard Mangiameli Attached is a nice piece that was put together by F&G Life, on how to approach … Continue reading Conversations with Aging Parents
- Don’t Make Your Client’s Sell at a Loss (11/5/2014) - Presented by Gary Peterson Managing the effects of financial market fluctuations is a critical element in retirement planning. If retirees … Continue reading Don’t Make Your Client’s Sell at a Loss
