Create An Enduring Presence with LegacyShield
As an advisor your primary concern is the financial well-being of your clients AND the certainty that their families, businesses and/or charities are well cared for in the event of […]
Back to Basics – Identifying & Justifying the Life Insurance Need
The AgencyONE Underwriting Team is often asked by our advisors how much insurance their clients can qualify for – “how much can my client get from the underwriter?” or “they’ll […]
Will The Lifetime Exemption Sunset on January 1, 2026?
I do not have an answer to this question, but it really doesn’t matter. With 2020 right around the corner, it is not too early to act if there is […]
Don’t Give Up on your Life Insurance Replacement Sale!
AgencyONE sees cases every day that seem straight forward but end up becoming very complicated as their story unfolds. In this ONEIdea, we will discuss a life insurance replacement case […]
How AG-49 Has Changed IUL Sales
I recently read a very good article by LifeTrends which discussed the industry’s response to AG-49 focusing on the shift in Carrier Trends and Distribution Perspectives. What is AG-49? It is an […]
Yesterday was filled with great speakers at the Finseca Advanced Markets Meeting. Michelle Dauphinais interviewed former Speaker Paul Ryan on a variety of topics important to the membership. Gonzalo M. Garcia and Cathy Neifeld in support of Finseca industry efforts. #finseca
Finseca Advanced Markets Meeting day 3 in full swing! Chip Van Dusen prepping the membership for the day. Gonzalo M. Garcia & Cathy Neifeld planning to make the most of this amazing opportunity for exclusive access to lawmakers and their staff during Capitol Hill Day.
#finseca
Are we in danger of being put out of business by AI or is this a massive opportunity to change the way we provide financial planning guidance to and engage our customers?
Please share your thoughts. I am very curious.
#financial… https://flip.it/eM-ukM
Gonzalo M. Garcia, CLU on LinkedIn: ChatGPT is about to make the business of retirement planning and financialâ¦
Are we in danger of being put out of business by AI or is this a massive opportunity to change the way we provide financial planning guidance to and e...
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