Knowledge Center
 
Select a category below
  • All
  • Life Insurance
  • Annuities
  • LTC/DI
  • Medicare Supplement
  • Webinars
  • Hybrid

Understanding
Medicare
Terminology

Converting from a MedAdvantage Plan to a Medicare Supplement Plan

Medicare Supplements
What they are.
How they work.

Understanding the Four Parts of Medicare

VLOG Episode 1
Fast and Easy Underwriting

Indexed Annuity Care Product Training

Just How Big is the White Collar DI Market

Why is protecting your income important? Does Disability Income protection really matter?

Linked Benefits 202

Assurity Webinar on Getting in Front of Clients

The Fixed Asset Alternative

Linked Benefits – The New Way to Sell Long Term Care

Linked Benefits 202 – Advanced Concepts

Upcoming Webinars
Articles from our blog
  • Sales Idea 74 – How Do I Value My Client’s Business? (5/20/2019)- How Do I Value My Client’s Business? We know that life insurance to fund a buy/sell agreement is one of the largest premium sales we can make as insurance producers. One major hurdle often involves producing an accurate valuation of the business. Multiple owners may give you different figures, or the business might not have [...]
  • IRA to IUL Conversion (5/13/2019)- IRA to IUL Conversion Converting retirement funds from tax-deferred to tax-free status isn’t new. Over the past decade, more and more Americans – helped by financial advisors- have realized that deferring taxes may not be in their best financial interest. In the past, Traditional IRAs were converted to tax-free Roth IRAs. Today, funds from IRAs [...]
  • Sales Idea – Six Ways to Get Cash from a UL (5/6/2019)- Six Ways to Get Cash from a UL Did you know there are six ways your clients can get money from a universal life insurance contract? To demonstrate this, I’ve re-worked the classic bucket illustration that we’ve all seen to help explain cash value life insurance. It shows the money going into the contract at [...]
  • Is there client risk in a GUL? (4/29/2019)- Is there client risk in a GUL? Nearly 20 years ago, the insurance industry responded to consumer problems with old fashioned universal life contracts by creating the no-lapse guarantee UL. Rather than a policy based on the concept of maintaining cash value in the contract, a no-lapse UL gives the client another method to keep [...]

Visit our blog page