Life Insurance Disinformation: Forbes Article Rebuttal
I just read the following article from Amy Danise on Forbes entitled “Door May Be Closing On Life Insurance Buyers Amid COVID-19” and it really disturbed me. Not because the […]
The Problem, The Truth + The Solution Behind Accelerated Underwriting Programs
Recently there has been a lot written and said about Algorithmic Underwriting Programs (AUPs), also known as Accelerated Underwriting or Fluid-less Underwriting, by AgencyONE and many of our colleagues in […]
Your Clients NEED You Today More Than Ever
The recent office closings, shutdowns and teleworking as a result of the COVID-19 Virus (otherwise known as the Coronavirus) has created an environment where salespeople, such as insurance advisors, will […]
Crossing the JUMBO Line – Underwriting Large Face Amounts
Let’s face it – large face amount life insurance cases ($10 million and up) can make the life insurance business more exciting and possibly result in a case that makes […]
Wealth Managers and Risk Managers: The Perfect Team
There is nothing like a great, perfectly cooked steak with a beautiful bottle of Cabernet Sauvignon. If you prefer fish, maybe a buttery Chardonnay, but the bottom line is that executive […]
An IUL with Guarantees to Life Expectancy
Guaranteed Universal Life (GUL) products continue to be the “go to” for many of our Advisors because they offer a guaranteed premium that, when paid in full and on time, provides a […]
Earlier this month, we had a fun-filled holiday party at Topgolf! Everyone came together to show off their best swings and rack up some points. 🤩 Check out some of our favorite moments below ⬇️ #holidayparty #agencyone #ourteam
Get your client's business ready for takeoff! Having a succession plan in place is like having a co-pilot - it will make sure your business stays in the air even if retirement comes earlier than anticipated.
#successionplanning #lifeinsurance
Business Owners Are Worried About Retirement, Need Specialized Advice
www.financialadvisoriq.com
Great article by @Advisor1Career on Think Advisor .... "While no federal tax legislation will likely be enacted this year, “there are a variety of methods” advisors can use to help clients take advantage of the “historically high”… https://lnkd.in/gcHJ9b2z
Gonzalo M. Garcia, CLU on LinkedIn: Why 2023 Is a Good Time to Reduce Future Estate Taxes | ThinkAdvisor
Great article by Melanie Waddell on Think Advisor .... "While no federal tax legislation will likely be enacted this year, ”there are a var...
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This ONE Idea provides carrier product information for policy reviews – or at any time – with your clients who have term policies and might be interested in converting to permanent OR supplementing their existing term policies with a permanent policy.
New Year, New Options for Term Conversions & Supplemental Perm Coverage
This ONE Idea provides carrier product information to use during policy reviews for clients with term policies.
www.agencyone.net
End of year curiosity question .... do you own permanent (cash value)) life insurance? If not, why not? There is no right or wrong answer. Thanks for your honest reply, if you care to reply at all.
Cash Value Life Insurance - The Gift that Keeps Giving
This ONE Idea discusses some oversight in the article “6 Types of Retirement Income That Aren’t Taxable” by John Csiszar with cash v...
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