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 […]