Category Archives: Special Guest

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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Use an FIA to solve the retirement healthcare cost problem

We all know healthcare costs keep going up. Additionally in retirement the costs of Medicare part B are inescapable. What can you do to help your clients plan ahead for these costs? Watch and learn about a unique product from … Continue reading

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Power of 3

  Do your clients like to save time? Would you appreciate seeing an application get completed within 2 weeks of submission? Does an accumulation-focused life insurance policy have potential benefits for your practice? Would automated income in retirement years from … Continue reading

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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 … 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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