Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend?

Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want a solution that can protect your clients and keep the asset on your book?

John Florance shares his knowledge on a proprietary product that can solve this problem for your clients and grow your business on the BREW.

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Express Underwriting at Protective

We may lose an hour every spring, but here is a way to get some of that lost time back.

Express Underwriting at Protective will save time for you and your clients.

For healthy clients you can skip the paramed and get business issued in record time.

Tune in to learn more!

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Business Valuation Tools

Jason Jafferis of Prudential special guest hosted the BREW to show us the simple business valuation tool available for free to our producers.

If you have business clients starting with an accurate assessment of value can help guide your planning discussions.


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Estate Planning Mistakes to Avoid

Eric Christoffersen guest hosted the Weekly BREW and shared his experiences with “Real Life Estate Planning Mistakes and How to Avoid Them.”

Don’t let your clients fall victim to a lack of planning. If their wishes are not clearly laid out they could fall victim to unscrupulous relatives or former spouses.

Watch the BREW rerun for some case examples for why reviewing plans regularly can be so important.


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Lessons Learned through Mergers and Acquisitions

Special Guest Matthew Cuplin joins the BREW for an intimate discussion.

Get the benefit of experience by tuning in the the recording or this insightful discussion.


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Juvenile Coverage Basics


Do you know where to start when getting coverage for juveniles?

Watch this edition of the Weekly BREW to learn more.

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MTL’s offerings on the Weekly Brew


Special guest Kip Walker joins the Brew to discuss MTL’s Horizon Guarantee.

Looking for a product with a guarantee behind it? Watch the BREW rerun to see if MTL has the right product for your clients.

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