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 […]
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!
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 […]
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 […]
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 […]