A Rational Approach to Premium Financing
With the recent addition of the Annexus IUL product line to the AgencyONE product suite, we have been getting many more calls about using these unique Indexed Universal Life (IUL) products in accumulation sales for tax free distributions. This week (July 8, 2020) we held a premium financing webinar with representatives from Securian, Wintrust Bank […]
Underwriting Thyroid Cancer for a Possible PREFERRED RISK
Like any diagnosed cancer, Thyroid Cancer can be a life-threatening condition. BUT the good news is, most are not. If caught early, properly treated and managed going forward, your clients with a Thyroid Cancer history can live long and healthy lives AND be considered for life insurance – POSSIBLY EVEN A PREFERRED RISK!
Wealth Transfer Planning – Flexibility in Today’s Uncertain Environment
What do low interest rates, US tax policy and a depressed economy have in common? They have all aligned perfectly to create the most efficient wealth transfer planning environment possible. Every insurance advisor, wealth management firm, family office, trust and estate attorney, and CPA will tell you the same thing, assuming they are paying attention and understand […]
Thinking Outside the Box – TWO Life Products to Fill ONE Need
Our AgencyONE 100 Advisors consult us regularly about a variety of insurance and financial goals that they would like to accomplish for their clients. In many cases, one type of product or solution will do but, in others, we are required to widen our scope and consider the use of multiple products to deliver a […]
Don’t Breathe on Me – Safely & Quickly Securing Life Insurance During Covid
The COVID-19 pandemic has drastically changed personal and professional lives across the globe in a matter of weeks. People have been required to “stay at home” to protect themselves and their loved ones from this new, invisible threat. Many of us have been glued to the news waiting for our esteemed “alphabet soup” of experts […]
This week's #ONEIDEA on #PremiumFinancing offers a great follow-up to the July 8th webinar AgencyONE hosted with @Securian and @Wintrust. #lifeinsurance #estateplanning #lifeinsuranceagent
A Rational Approach to Premium Financing - Agency One
This week’s ONEIdea is an example of how to leverage accumulation and tax-free distribution sales with premium financing.
www.agencyone.net
A Thyroid Cancer history can be successfully underwritten for life insurance with an excellent rating. #ONEIdea #lifeinsurance #medicalunderwriting #lifeinsuranceunderwriting
Underwriting Thyroid Cancer for a Possible PREFERRED RISK - Agency One
A treated and well maintained Thyroid Cancer history can be considered for life insurance, POSSIBLY EVEN A PREFERRED RISK!
www.agencyone.net
What do low interest rates, US tax policy and a depressed economy have in common? They're aligned to create an efficient wealth transfer planning environment. @AgencyONEGarcia discusses the planning flexibility in this uncertain environment.
Wealth Transfer Planning - Flexibility in Today's Uncertain Environment - Agency One
Current US Tax Policy and the depressed economy have created an excellent environment for wealth transfer planning.
www.agencyone.net