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FROM THE BLOG
  • Life Insurance as Easy as 1-2-3 (8/12/2019) - 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 policy is even more confusing. Financial Brokerage has a life insurance allocation tool that helps simplify the conversation. Not only will this tool help determine how much life insurance [...]
  • The Greatest Threat to Retirement Savings (7/23/2019) - The Greatest Threat to Retirement Savings What do you think is the greatest threat to your client’s retirement savings? It’s not stock market declines. The stock market bounces back after a fall, the elderly do not. In fact, once a person reaches age 65, there is a 70% chance they will need long term care [...]
  • Help Relieve your Clients’ Policy Loan Burden (7/8/2019) - Help 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 insurance policy that has accumulated cash value. However, you also see that loans have been taken from the policy to pay premiums or for funds for your client. [...]
  • Sales Idea – Why Offer Worksite Life Insurance? (7/1/2019) - Why Offer Worksite Life Insurance? Why should employers offer Voluntary Payroll Deduction Life Insurance to their employees? most U.S. households are under or uninsured and would not be able to pay for everyday living expenses without the primary breadwinner guaranteed issue underwriting is available – no medical examinations or questions coverage is portable for employees, [...]