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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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 on our predictions but this is a promising method to add to your practice and we hope you and your clients enjoy just how easy it has become to get coverage.

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Building Business Together 6.1 tickets are still available but there are only a few seats left.

Eventbrite - Building Business Together 6.1

Why do we sell life insurance? Spend the day with us for inspiration and motivation while we share with you the stories of the industry.

Join Insurance Services group for a day of learning and fun, at Yahara Bay Distillers on June 1st 2018, focused on how you can improve your business.

Help your clients and grow your business with out of the box ideas you can use today!

This year’s keynote speaker will beĀ Brian Ruh.

We’ve also got a wonderful lineup of carriers speaking to ways you can be an insurance hero by giving your clients creative solutions.

If you want more details give our office a call!




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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 your clients looking for life insurance with cash value growth potential.

Watch the rerun below to learn more!

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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 a unique product that has some special feature that could benefit your business.


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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 interview has some great insights.

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