Category Archives: Weekly Brew

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

Video | Posted on by | Tagged , | Leave a comment

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

Video | Posted on by | Tagged , , | Leave a comment

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 the  latest features to grow business.     Giving you advanced looks is … Continue reading

Posted in Practice Management, Seller Resources, Special Guest, Weekly Brew | Tagged , , | Leave a comment

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.    

Video | Posted on by | Tagged , , , , , | Leave a comment

K.A.R.E.

Are you generating 80 percent of your business from 20 percent of your clients? Special guest Matthew Pletzer joins the Weekly Brew with KARE. Learn methods to focus on and cultivate more like the top 20 percent to see your … Continue reading

Video | Posted on by | Leave a comment

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

Video | Posted on by | Leave a comment

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

Posted in Insurance Coverage, Sales Ideas, Taxes, Weekly Brew | Tagged , , | Leave a comment