Category Archives: Weekly Brew

Grow your business 15 minutes at a time

Did you know you could be adding 15 minutes to the end of your current client appointments and grow your business? You might notice that the math adds up to significantly more than our estimate. We want to be conservative … Continue reading

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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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Secure Lifetime GUL

    Do you have clients that might like a GUL with an ROP feature? Would a chronic illness rider bring added value to life insurance for your customers? Check out the latest edition of the BREW to learn about … Continue reading

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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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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 … 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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