Category Archives: Sales Ideas

Often Overlooked Veterans Benefits

  Do you have client’s who are veterans? Have you personally served in the armed forces? Would free education credits be a benefit for you or your clients? Watch the recording of the BREW included here to learn about some … Continue reading

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Sequence of Returns in Retirement

Do your clients have a plan for supplementing their retirement when there is a market downturn?
Planning on alternate sources of funds before retiring can help clients enjoy their golden years knowing that their future is secure.

Jason Jafferis of Prudential shares one method to bridge the income gap in retirement. Continue reading

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Aid And Attendance

Are you familiar with the “Aid and Attendance” benefit for veterans? Do you know about how to determine eligibility? Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial … Continue reading

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Tools for Agribusiness Succession Planning

Jessman Smith from Principal shares tools for agribusiness succession planning. Help your clients keep the family farm in the family by planning ahead.    

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Sales ideas to finish the year strong

As we approach the end of the year there is still time to finish the year on a good note. Special guest Adam Wall from Protective shares his ideas for a strong 4th quarter. While we are bringing you these … Continue reading

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Creative uses for small survivorship life

Watch our latest BREW for solutions to¬† get some ideas little known uses for survivorship life insurance. Get creative with survivorships! Efficient funding for life insurance and passing on assets to future generations. Combine a small survivorship with a QLAC … Continue reading

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Hybrid Solutions to funding LTC

Watch this video to see how asset based solutions can protect your clients in the event of extended nursing care in their golden years. Continue reading

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