Aortic Aneurysm – Can I Still Get Life Insurance?
This week’s ONEIdea is an ANATOMY LESSON on the AORTA that discusses how the artery works and what can happen to cause an Aortic Aneurysm. Many ask, “can I still get life insurance after being diagnosed?” The answer is “yes”, but it depends upon the specifics of the diagnosis, treatment, and follow-up care. The examples […]
A Worry for All – New Proposed Tax Law
In a recent New York Times article entitled It May Be Time to Start Worrying About the Estate Tax the author, Paul Sullivan, addressed the challenge of the lost step-up in basis on assets that have been transferred at death as his main point. This eventuality should be a worry for ALL taxpayers, not just […]
Finding the Right Life Insurance Solution – Drilling Down
Our Case Design team recently worked on an interesting case with one of our AgencyONE 100 advisors. It started out very straightforward, but we soon discovered that finding the right life insurance solution for the clients would require drilling down beyond the initial request from the advisor. Guaranteed Survivorship Solutions Mr. & Mrs. Smith, both […]
Life Insurance for Children
Most of you are familiar with my personal story but for those of you who are not, please indulge me. This ONEIdea is about insuring minors – yes, “kiddie life insurance”. The press is full of articles about why life insurance for children (a minor child) is a terrible idea, but there are other opinions […]
You Have To Ask The Questions – Marijuana & Nondisclosure
“Oops, I did it again…” a song made popular by Britney Spears in 2000 has absolutely NOTHING to do with life insurance protection but focuses on committing the same mistakes over and over. As an advisor to clients seeking life insurance coverage, you HAVE TO ASK THE QUESTIONS – the required medical and non-medical questions […]
A Simple Solution to the Estate & Gift Tax Quandary
There are many wealthy clients that know that the window to make substantial gifts, and thereby reduce their estate tax liability, is closing due to proposed changes in the estate and gifts tax regimes. In fact, those in estate planning circles having been discussing this for months. There is a simple solution to the Estate […]
Can I still get life insurance after an Aortic Aneurysm diagnosis ? This week's ONEIdea from the desk of Dennis Bartos, PA, discusses the anatomy of the Aorta and the areas of concern that most affect mortality considerations and life insurance viability.
https://www.agencyone.net/aortic-aneurysm-can-i-still-get-life-insurance/
This week's ONEIdea from the desk of Gonzalo Garcia, CLU @AgencyONEGarcia discusses the proposed new tax law under President Biden and its potential impact on ALL TAXPAYERS, not just the wealthy. Read more: https://www.agencyone.net/a-worry-for-all-new-proposed-tax-law/
This weeks ONEIdea discusses the nuances in case design that are necessary to find the right insurance solution for your life insurance clients. Drilling down beyond the initial "ask" is usually required. https://www.agencyone.net/finding-the-right-life-insurance-solution-drilling-down/
