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Saving the Day 201: The Inflation Calculator

So you’ve got your client on the phone, and you’ve gone through a bene check with them. What now? A beneficiary check alone won’t protect them from market volatility or the effects of inflation. It’s time to take them through the second step of your Broke…
So you’ve got your client on the phone, and you’ve gone through a bene check with them. What now? A beneficiary check alone won’t protect them from market volatility or the effects… https://brokersalliance.com/about-brokers-alliance/news/2020/10/saving-day-201-inflation-calculator/

Saving the Day 101: The Bene Check

We’re nearing the end of a tumultuous year. You’ve felt the impacts of current events on your own life, and your clients have, too. If only you could help them prepare for their financial futures by taking them through two simple steps. Oh, wait. You t…
We’re nearing the end of a tumultuous year. You’ve felt the impacts of current events on your own life, and your clients have, too. If only you could help them prepare for their fi… https://brokersalliance.com/about-brokers-alliance/news/2020/10/saving-day-101-bene-check/

LifeBrain App Feature: Drop Ticket Like It's Hot!

Drop tickets are big in the insurance industry right now, and there’s no better way to get on the bandwagon than by utilizing the LifeBrain app in myAdvisorCloud. Here’s how it works.
Drop tickets are big in the insurance industry right now, and there’s no better way to get on the bandwagon than by utilizing the LifeBrain app in myAdvisorCloud. Here’s how it… https://brokersalliance.com/about-brokers-alliance/news/2020/10/lifebrain-app-feature-drop-ticket-its-hot/