Two Alternatives to a Non-Qualified Deferred Compensation Plan
In the April, 2025 Advanced Markets ONE Idea, I discussed that I often get calls from advisors telling me that their client, “John”, an S-Corp owner, wants to implement a […]
The Tax Continuum
“I have a client who wants to implement a Deferred Compensation Plan”. I cannot count the number of times, over the course of my career, that I have had a […]
Introducing LifeCare from John Hancock: A New Hybrid LTC Solution
One of our carrier partners – John Hancock – recently launched LifeCare (Hybrid LTC), an innovative addition to AgencyONE’s hybrid long-term care (LTC) offerings. This hybrid Indexed UL with LTC benefits is designed for clients seeking […]
Underwriting & The Economic Impact of Non-Disclosure
$75 Billion… BBBBillion. That is the number. A recent article in On the Risk, written by RGA Reinsurance and MIB, estimated that the insurance industry loses $75 billion annually to fraud. This impacts both […]
My Grandson Should Get More! Unequal Benefits
I Want to Leave My Grandson a $500K Inheritance and Skip My Daughter. Can I Gift to Him Directly? | Moneywise. This was the question posed by a reader to […]
Asset Care Improvements & Repricing at OneAmerica
Welcome to 2025 and AgencyONE’s case design ONE Idea kick-off for the new year! Our October 2024 case design ONE Idea featured my interview with OneAmerica’s Regional Account Director for […]