Nov 08, 2019
Many carriers are updating their current products and/or discontinuing products to comply with the 2017 CSO by 2020. We want our agents to be up-to-date with the latest compliance news. That’s why we’re offering a complimentary CSO/PBR Guide.
Oct 30, 2019
Life Insurance doesn’t have to be scary. There are a lot of options no matter what stage of life your clients are currently in when they start thinking about purchasing a policy. In honor of the spooky holiday, let’s use one of America’s favorite scream queens as an example: Laurie Strode from the Halloween movie franchise.
Clients work hard to build the lives they are living. But what happens when things don’t go according to plan?
Health insurance agents are starting to add life insurance to their portfolios. Find out why.
Sep 18, 2019
Unless your clients started saving years ago, odds are that they need a savings plan right now to afford the costs of sending children to college. As a financial advisor, you can step in with a unique, but effective solution: permanent life insurance.
Help your affluent clients increase their internal rate of return while securing the insurance they need with Premium Financing! Premium Financing is a policy-funding strategy that will appeal to affluent clients who want life insurance, but who would prefer not to liquidate their assets. Plus, we have a concept that turns Premium Finance into the ultimate term conversion strategy.
Aug 21, 2019
According to a recent LIMRA report, this quarter’s Fixed Indexed Annuity sales represent the highest quarterly sales for FIAs ever! In fact, they were 14% higher in 2019 compared to 2018. Consumers are steadily purchasing FIAs to protect their retirement; are you set up to offer them the best products from top carriers?