Tag Archives: life insurance

A month on the road

Brendon shares insights from a month of travel and his takeaways from various carrier and MDRT conferences. Continue reading

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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 … Continue reading

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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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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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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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Juvenile Coverage Basics

  Do you know where to start when getting coverage for juveniles? Watch this edition of the Weekly BREW to learn more.

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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

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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.    

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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

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Accelerated Underwriting

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