6 Months of Ideas & Thought Leadership for 2025
Summer is in full swing, and we hope this correspondence finds you and your family enjoying summer festivities and travel – wherever your plans may take you. With kids and grandkids out of school and family members reuniting for vacations, we know you, like those of us at AgencyONE, are grateful for the time together.
With that said, the AgencyONE ONE Idea will be on hiatus for July and August. This will be our last ONE Idea until September, when we will be back with new articles that discuss a range of important industry topics in Advanced Markets, Underwriting, and Case Design.
We hope the following list of articles from the first half of 2025 provides value, inspiration, and at least ONE Idea for your business and practice!
- We Don’t Talk About This Enough – A Widow’s Income Problem – Jun. 5
- Two Alternatives to a Non-Qualified Deferred Comp Plan – May 16
- The Tax Continuum – Apr. 14
- My Grandson Should Get More: Unequal Bequests – Feb. 7
Case Design & Product Intelligence
- Case Design Custom Comparison Options – Jun. 2
- 5 Questions for an Instant Approval LTC Coverage Solution – Mar. 24
- Introducing LifeCare: A New Hybrid LTC Solution from John Hancock – Mar. 3
- Asset Care Improvements & Repricing at OneAmerica – Jan. 27
Underwriting
- Underwriting in a Telehealth-Capable World – Jun. 13
- Underwriting & the Economic Impact of Non-Disclosure – Feb. 20
AgencyONE provides these ONE Ideas to help you and your clients gain a better understanding of the planning, product selection, design, and underwriting that goes into the purchase of life insurance (with and without linked benefits), annuities, and disability insurance. We hope you find these ONE Ideas helpful when assisting your clients with their financial, wealth, business, and estate planning needs.
Remember, if you see something you like, we can brand it for your company and make it client-facing, if necessary. Just let us know!
Contact the AgencyONE Marketing team at 301.803.7500 for more information or to discuss a case.
