Category Archives: Special Guest

The Horizon Blend

Mutual Trust Life has just rolled out a new product. You already know there’s value in permanent coverage, and that your clients probably need term. The Horizon Blend from MTL is a blend of both, allowing your clients to get … Continue reading

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Premium Deposit Accounts

Here at ISG we try to share the newest features and benefits from our carrier partners with all of you. On the latest edition of the BREW, Nicole Frize joined us to talk about premium deposit accounts at North American. … Continue reading

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Qualified Plans 3: Retirement Planning for Women

Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading

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Qualified Plans 2: Plan Design

When helping clients with their retirements plans there are multiple steps to consider. In this edition of the BREW, Paul Stang shares his insight regarding plan design. Want to learn more? We’re happy to make an introduction.

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Qualified Plans part one: Choice of Plan

Part one of three: Choice of Plans Special Guest: Paul Stang  

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LFG’s Optiblend

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Non-qualified deferred compensation plans

Tune in to hear from special guest Brian Ellerman from Principal about non-qualified deferred compensation plans. Bringing you a new out of the box idea from the BREW.  

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The Builder Plus

North American’s newest product, The Builder Plus, has officially arrived. We’ve already seen the illustrations and even placed a few cases prior to being able to schedule this special feature on the BREW. This could be a great opportunity for … Continue reading

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Estate planning with the new tax laws

The new tax laws have a lot of heads spinning. Eric Christoffersen gave us his perspective on what to expect will change under the new tax laws and how to make sure your clients are properly prepared.  

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Leadership

What does it take to be a leader? COL David Teeples (USA RET) joins the BREW for a discussion on the elements of leadership. Whether you’re trying to find the talent in your team or embrace your own capabilities this … Continue reading

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