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LIFE

Tax Law Unlocks Life Insurance Opportunity In Estate Planning

The new law raised the estate tax exemption; it also made it simpler and more profitable to sell unneeded life policies.

June 2018 |  Read Article

The Life Insurance Solution To Long-Term Care Planning

How a life insurance trust can help protect clients’ assets against the increasing costs of long-term care.

June 2018 |  Read Article

Illustrations Lure Clients to Pick Dangerously Low Premiums

Why asking clients to pay a little more could head off a whole lot of problems.

May 2018 |  Read Article

The Barometer That Can Forecast Sales Opportunities

Tucked within the Insurance Barometer study are insights that can help you get inside the prospect’s head and lead their buying decision.

May 2018 |  Read Article

How End-of-Life Documents Are Like a Love Letter

End-of-life planning involves more than buying life insurance and drafting a will. Here is how advisors can begin the conversation.

April 2018 |  Read Article

Could Your Clients’ Parents Be an Untapped Life Insurance Market?

The right type of life insurance could be a way for your clients to help their parents with their income or legacy goals.

April 2018 |  Read Article

Understanding the Differences: Partnering With P/C Agents

Recognize the different approach to a sales mindset when partnering with property and casualty agents.

March 2018 |  Read Article

Five Misconceptions About Selling Final Expense Life Insurance

The target demographic for final expense life insurance is growing, although many agents shy away from selling it.

March 2018 |  Read Article

Why Indexed UL Transparency Is Vitally Important to Clients

To represent our clients properly, we must understand exactly how indexed universal life products work, what assumptions were made by the issuer and how close those assumptions are to the issuer’s ability to make them come true.

February 2018 |  Read Article

Make Connecting With Gen X Your New Year’s Resolution

It may seem as though the economic deck is stacked against Generation X, but research shows this age group has a greater need for life insurance than other generations do. Here is some insight into how to reach them.

January 2018 |  Read Article

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