Finding the Right Life Insurance Solution – Drilling Down
Our Case Design team worked on an interesting case with one of our AgencyONE 100 advisors. It started out very straightforward, but we soon discovered that finding the right life […]
Life Insurance for Children
Most of you are familiar with my personal story but for those of you who are not, please indulge me. This ONEIdea is about insuring minors – yes, “kiddie life […]
You Have To Ask The Questions – Marijuana & Nondisclosure
“Oops, I did it again…” a song made popular by Britney Spears in 2000 has absolutely NOTHING to do with life insurance protection but focuses on committing the same mistakes […]
A Simple Solution to the Estate & Gift Tax Quandary
There are many wealthy clients that know that the window to make substantial gifts, and thereby reduce their estate tax liability, is closing due to proposed changes in the estate […]
Life Insurance Product Options: What is Left to Sell?
Life insurance products and underwriting requirements have undergone tremendous changes in the last year (2020-2021) and historically low interest rates and COVID-19 have played a primary role. Every other week […]
Why Fee Advisors Should Consider No Load/ Low Load VULs
Let us start with the obvious – he or she would NOT consider No Load/ Low Load VULs because without a FINRA registration and a Broker Dealer, the Fee Only […]