RESCINDED – The Repercussions of Non-Disclosure
About ten months ago, I wrote a ONE IDEA article titled “Underwriting & The Economic Impact of Non-Disclosure.” That piece examined the rise of Accelerated Underwriting Programs and the resulting shift in responsibility toward clients, who now provide […]
Sell the Gift
When advising clients on estate planning, advisors, clients, and their families would be well served to focus on gift planning. The term “estate planning” is often interpreted as “estate tax […]
October is CD Replacement Month: Explore the Alternatives…ANNUITIES!
As October winds down and Q4 settles in, it’s the perfect time to help clients reassess their savings strategies. With interest rates easing and inflation eroding fixed returns, Certificates of […]
GAME ON: The Fourth Quarter Has Begun
Now that Q4 is in “full swing” and we have just a little over 10 weeks to get cases done for year-end for our AgencyONE 100 advisors, we would like […]
Unlocking Value in Joint LTC Case Design
It’s been the summer of hybrid long-term care cases for AgencyONE’s case design team. We are running numerous quotes for our advisors daily. The hybrid LTC market has taken off in terms […]
Biopsy or Liquid Biopsy – That is the (New) Question
All cancers begin with one cell that decides NOT to do what it is supposed to do. It divides and grows. Could you have a microscopic cancer growing in your body now? The really scary […]