Category Archives: Special Guest

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 … Continue reading

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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 … Continue reading

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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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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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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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The future at North American

Watch our video to get a preview of the new features coming to North American. John Lulay joined the BREW to give us a sneak peek of theĀ  latest features to grow business.     Giving you advanced looks is … Continue reading

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