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 benefits that are available to aid veterans and their families in accessing higher education. Help these special clients spend less and save more by being conscious of what is available.



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. By choosing the right source of funds at the right time clients can enjoy a more secure nest egg.


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

Aid And Attendance

Are you familiar with the “Aid and Attendance” benefit for veterans?

Do you know about how to determine eligibility?

Would an additional LTC benefit for your client ease the burden on their family or allow them to take beneficial financial actions?

Watch our weekly BREW rerun below to get an overview of some key points of this benefit.


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 just one more way we are here to make life simple.





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


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 business grow.  Keep, Attain, Recapture and Expand in your ideal market.



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 ideas late in the year, they are good for the whole year.

Video | Posted on by | Leave a comment