New Year, New Options for Term Conversions, Policy Review & Supplemental Perm Coverage
With the new year, many advisors are thinking about ways to work more efficiently and increase their business. Annual client policy reviews are a great practice to evaluate and update […]
Cash Value Life Insurance – The Gift that Keeps Giving
I regularly read financial articles before I start my workday, or late at night when I can’t sleep, which occurs more and more as I grow older. And why not? Is there […]
The Annuity that Keeps on Giving this Holiday Season
A quick policy review might be just the gift that your clients (and you!) are looking for this holiday season. Take just a couple minutes to read how a brief […]
Life Settlement – A Real Opportunity
Did you know that AgencyONE can help you with your life settlement cases? As a result of a strategic relationship AgencyONE has with a premier life settlement broker, AgencyONE is uniquely […]
All Treats, no Tricks: Annuity Rates Continue to Rise!
As interest rates continue to rise, so do the rates offered by annuity carriers. If you haven’t looked at annuities in a while, take this opportunity to get up-to-date on the […]
THE END IS NEAR…We’re in the FOURTH QUARTER NOW!
Now that Q4 is in “full swing” and getting cases done for year-end is just 8 weeks away, we’d like to emphasize the importance of two aspects of the underwriting process. FIRST—Field […]
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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