AgencyONE Year In Review: 2019 ONEIdeas

With 2019 quickly disappearing and 2020 less than two weeks away, we thought this the perfect time to provide our advisors with a 2019 ONEIdea YEAR IN REVIEW. Industry and financial news provided plenty to discuss in our weekly ONEIdeas. These cutting edge sales ideas featured advanced marketing strategies, medical underwriting, and product intelligence that accurately reflect the current state of the life insurance, estate and wealth planning industry.

Following is the AgencyONE 2019 Library of ONEIdeas:

Dec 13: Your Foreign National Underwriting Headquarters

Dec 4: The IRS Has Ruled – What Are You Waiting For?

Nov 22: One Life Insurance Policy Becomes Two with a 1035 Exchange

Nov 19: John Hancock Launches ASPIRE for Those Living with Diabetes

Nov 8: Car & Homeowners Insurance, Why NOT Life Insurance?

Nov 1: Unconventional & Compelling – A New Way to Look at Term

Oct 25: Why Life Insurance is Really Not Too Expensive

Oct 18: Important: Underwriting Incentives for 4th Quarter

Oct 11: Position Your Business for the Generation Wealth Transfer

Oct 4: Help Your Clients Safeguard their Most Precious Information

Sep 27: The Multi-Generational Annuity – A Powerful Planning Tool

Sep 20: Back to Basics: Identifying & Justifying the Insurance Need

Sep 13: Will the Lifetime Exemption Sunset on Jan 1. 2026 or Sooner?

Sep 6: Life Insurance Replacement Sale – Call AgencyONE

Aug 23: Preferred: Improved Outcomes in Cancer Underwriting

Aug 15: Three Tips to Grow Your Wealth Advisory Practice

Aug 9: PBR & 2017 CSO Compliant Product Deadlines Are Coming Soon!

Aug 2: Annuities – Retirement Benefits Beyond Income!

Jul 26: From Irregular Heartbeat to Underwriting Feat: Atrial Fibrillation

Jul 19: The Great Wealth Transfer – It Can’t Be Just About the Money!

Jul 12: Are You Losing Sales Opportunities Through Mismanaged ILITS?

Jun 28: Underwriting Pregnancy Complications

Jun 21: So Many ONEIdeas Presented at ONE Meeting

Jun 14: A Creative Way to Fund Your Clients’ Long-Term Care

May 31: Caught Between a Rock & Hard Place – Underwriting Avocations

May 24: The Imminent Threat to Investment Advisors

May 10: Underwriting “I Gotta Guy” Cont’d – Autoimmune Diseases Part II

May 6: Your Most Significant Financial Partner in Retirement

Apr 24: If You Are Selling Variable Life – You Should Call AgencyONE

Apr 17: Single Parents – PAY ATTENTION

Apr 8: Gotta Guy with Arthritis? Call AgencyONE

Mar 29: Optionality is Key in Life Insurance Business Planning Needs

Mar 22: Using a Deferred Annuity for a Divorce Settlement

Mar 14: Not all AIULs Are Created Equal

Mar 8: Underwriting Crohn’s Disease – A Success Story!

Feb 22: An IUL Product You Will Definitely Want to Consider

Feb 15: Underwriting Bipolar Disorder

Feb 8: The Rich Person Roth – Catchy Name for Life Insurance?

Feb 1: Product, Features & Ideas that Won Cases in 2018

Jan 25: The Resurgence of Split Dollar Planning

Jan 16: Another One (Case) Bites the Dust: Don’t Let This Happen to You!

Jan 8: 2018 & 2019: A Look Back & A Look Forward

Remember, all of these ONEIdeas can be customized and branded for our AgencyONE advisors with a logo and contact information for use with referral sources and centers of influence.

We look forward to providing that unique ONEIdea that will help close your next big case, provide value to your clients, help differentiate you from your competition AND keep you up-to-date with planning ideas, industry trends, underwriting niches and product information.

AgencyONE’s weekly ONEIdea will be on hiatus until the second week in January 2020. We wish you all a very JOYOUS Holiday Season and a safe, healthy and prosperous New Year!

Please contact AgencyONE’s Marketing Department at 301.803.7500 for more information or to discuss a case.

AgencyONE Year In Review: 2019 ONEIdeas

Following is the AgencyONE 2019 Library of ONEIdeas:

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