Life Settlement – A Real Opportunity
Did you know that AgencyONE can help you with your life settlement cases? As a result of a strategic relationship AgencyONE has with a premier life settlement broker, AgencyONE is uniquely […]
THE END IS NEAR…We’re in the FOURTH QUARTER NOW!
Now that Q4 is in “full swing” and getting cases done for year-end is just 8 weeks away, we’d like to emphasize the importance of two aspects of the underwriting process. FIRST—Field […]
The Problem with Cross-Purchase Buy-Sell Agreements & a Unique Solution
Have you ever had business owner partners or shareholders who varied in age and health? Have these business partners or shareholders ever asked you to explain why, for the same amount […]
A Roadmap To An AFFORDABLE Whole Life Sale
AgencyONE’s Case Design team gets quite a few requests to illustrate Whole Life solutions. Short pay Whole Life (ten pay) is the most requested option followed by level pay and then […]
There is More to That Snore: Underwriting Obstructive Sleep Apnea
A week doesn’t go by without the AgencyONE Underwriting Team encountering a file that includes a diagnosis of obstructive sleep apnea. We’ve all heard the Darth Vader jokes about wearing […]
Haven’t Looked at Annuities in a While? Look Again!
If it has been a few years (or even a few months) since your last annuity case popped up, you may be surprised at how much the landscape has changed. […]
When your Dutch Mother in Law is visiting from Europe and World Cup is happening …
#GoUSA #family #worldcup2022
Gonzalo M. Garcia, CLU on LinkedIn: #GoUSA #family #worldcup2022
When your Dutch Mother in Law is visiting from Europe and World Cup is happening ⦠#GoUSA #family #worldcup2022...
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Coming from a firm such as EY one would attach a lot of credibility to this study. The insurance profession needs to provide support and additional research to promote this message TOGETHER with the investment advisory community. T… https://lnkd.in/eypZq2VS
Gonzalo M. Garcia, CLU on LinkedIn: Study finds integrating insurance products boosts value to investors
Coming from a firm such as EY one would attach a lot of credibility to this study. The insurance profession needs to provide support and additional re...
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Good morning! What are you grateful for today? #gratitude
Gonzalo M. Garcia, CLU on LinkedIn: #gratitude #dcsunrise
Good morning! What are you grateful for today? #gratitude #DCsunrise
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Our very own Dennis Bartos, PA will be speaking at the NAEPC Association Conference on November 17th at 7:00 am! Watch his introduction video on #NAEPC's YouTube Channel HERE:
https://www.youtube.com/watch?v=0kUv71O8dck
#insurance #estateplanning
If you, as an investment advisor, are looking for a No-Load Life Insurance solution for your wealth management clients, join us for this webinar. Buy term and invest the rest - NO LOAD AND TAX DEFERRED. #taxplanning #clientfirst #… https://lnkd.in/eTUqGiXP
Gonzalo M. Garcia, CLU on LinkedIn: Welcome! You are invited to join a webinar: A VUL Solution Designed
If you, as an investment advisor, are looking for a No-Load Life Insurance solution for your wealth management clients, join us for this webinar. Buy...
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