The Right Life Insurance for Each Stage of the Business Cycle

All business owners go through a life cycle, and their life insurance needs change as the business grows and evolves.

September 2017 |  Read Article

How Asking the Right Questions Resulted in a Big Case

A good referral, combined with matching up the right benefits for the prospect’s needs, led to a million-dollar sale. Knowing what questions to ask didn’t hurt either. Here’s how it all came together.

September 2017 |  Read Article

Fighting the ‘Alternative Truth’ About Life Insurance

Dave Ramsey’s statements about life insurance don’t hold true when countered with mathematics.

August 2017 |  Read Article

How to Save Your Client’s 401(k) Without Violating the DOL Rule

Don’t let fear of the unknown keep you from branching into a new market for your practice.

August 2017 |  Read Article

Women Face 6 Challenges On The Road To Retirement

From their greater longevity to their higher likelihood of critical illness, women face a number of hurdles in retirement readiness. Here is how life insurance can ease the way.

July 2017 |  Read Article

How Term Life Makes It Easier For Clients to Give Back

Charitable giving provisions traditionally have been included only on permanent insurance, but more recently, carriers have begun incorporating them into term insurance products as well.

July 2017 |  Read Article

Focus on the ‘Life’ in Insurance For Next-Generation Clients

Life insurance for the living is a way to make a product relevant to younger generations of consumers.

June 2017 |  Read Article

Overseas Clients: Underwriting Obstacles, Lucrative Opportunity

It can be a challenge to get coverage for foreign nationals and U.S. citizens who spend extended periods abroad. But with the right kind of preparation, you can serve their unique needs.

June 2017 |  Read Article

Surrendering or Selling Brings Tax Consequences

When clients surrender or sell their life insurance policies, it is important that they have an understanding of the tax results of their actions.

May 2017 |  Read Article

For Life Insurers, Transformation and Talent Go Hand in Hand

An industry survey showed that life insurers need to accelerate the pace of change and innovation, but talent remains important to a company’s success.

April 2017 |  Read Article

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