Blog Archives

Upgrade your Term Offerings

Give your clients a value focused product with new extra features at North American. Continue reading

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Income focused annuities

Will a reduction in social security payments in the future be a cost your clients can’t afford? There is a new Income focused FIA now available from Protective. Eric Backman guest hosted the weekly BREW to give an overview of … Continue reading

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A conversation on elder law

ISG is here to make life insurance simple in as many ways as we can. One of those ways is by introducing you to experts in our field and related fields who can help your practice to be as successful … Continue reading

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BOLD presentations

Do you find starting the conversation with clients difficult? Is it even more challenging when those clients are business owners? This episode of the BREW features a tool to help start the conversation on the value and services you can … Continue reading

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Carrier attitudes towards Marijuana usage

We would all love every client to be in perfect health with no questionable habits. Unfortunately we can’t always get what we want. We can, however, get life insurance for some clients even with admitted usage. As social views have … Continue reading

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The Quick Ticket

The fastest way to take a paper app is also a way to reap some of the benefits of e-apps. Watch this edition of the BREW where we go over the basics of the quick ticket process and learn how … Continue reading

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Annuity Tactics

Do you need help reviewing your old cases? Do you know how much your clients will pay in fees on their existing variable annuities? Did you buy a book of business without really knowing the details? Your clients might benefit … Continue reading

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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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7 Minute Apps!

You can grow your practice in very little time if you know how to do it. Let our team guide you to a quick and easy way to make your practice more profitable while getting your clients covered. Refocus the … Continue reading

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Qualified Plans 3: Retirement Planning for Women

Women face unique challenges in the workplace which can translate to unique challenges in retirement planning. Paul Stang joins us for a third installment of the BREW covering some of the differences that matter when helping women plan for retirement. … Continue reading

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