AgencyONE Year In Review: 2019 ONEIdeas
With 2019 quickly disappearing and 2020 less than two weeks away, we thought this the perfect time to provide our advisors with a 2019 ONEIdea YEAR IN REVIEW. Industry and financial news provided plenty to discuss in our weekly ONEIdeas. These cutting edge sales ideas featured advanced marketing strategies, medical underwriting, and product intelligence that […]
Your Foreign National Life Insurance Headquarters
Before we go into all the reasons for targeting this huge business growth opportunity, we should first define the term “Foreign National”. With regard to the US, we might think it refers to “any non US citizen”, but that is not correct. US citizens residing overseas for more than 6 months a year and also […]
1035 Exchanges: Flexible Insurance Planning Tools!
1035 exchanges are flexible insurance planning tools! Did you know that you can 1035 exchange one (1) life insurance policy into two (2) separate policies? Section 1035 of the Internal Revenue Code (IRC) allows a client to exchange one life insurance policy for another life insurance policy so long as the exchange is deemed a […]
Defying Diabetes: A Look at a Groundbreaking Program
In this day and age, living with a chronic illness like Diabetes is much more manageable than ever before. The technology that brought us improved medical care for this disease has also inspired technological improvements and data access tools that are profoundly changing “what” the Life Insurance Industry offers and “how” it is offered. […]
Car Insurance, Home Insurance, Why Not Life Insurance?
“People buy life insurance for one of two reasons, they either love someone or they owe someone”. These were the words spoken by a very wise life insurance professional during a national meeting of some of the top insurance advisors in the country, The Forum 400. What he said struck me as so true yet […]
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June is LGBTQ+ Pride Month! We celebrate Pride Month to recognize the history and impact of the LGBTQ+ community.
Did you know? The Greek Lambda symbol was often used as a symbol of gay rights before the rainbow flag.
#lgbtq #pridemonth2022 #lifeinsurancematters #LifeInsurance
Can your pregnant client obtain life insurance? YES, BUT there are a lot of factors that MUST be considered during the underwriting process. (Dennis Bartos, PA and Julie Melendez)
#pregnancy #underwriting #lifeinsurancematters #lifeinsurance
Underwriting Pregnancy and Pregnancy-Related Conditions - More Complicated Than You Think!!
A currently pregnant client wonders if she should apply for Life Insurance now or wait until after the child is born, but underwriting pregnancy and p...
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