The Problem with Cross-Purchase Buy-Sell Agreements & a Unique Solution
Have you ever had business owner partners or shareholders who varied in age and health? Have these business partners or shareholders ever asked you to explain why, for the same amount […]
A Roadmap To An AFFORDABLE Whole Life Sale
AgencyONE’s Case Design team gets quite a few requests to illustrate Whole Life solutions. Short pay Whole Life (ten pay) is the most requested option followed by level pay and then […]
There is More to That Snore: Underwriting Obstructive Sleep Apnea
A week doesn’t go by without the AgencyONE Underwriting Team encountering a file that includes a diagnosis of obstructive sleep apnea. We’ve all heard the Darth Vader jokes about wearing […]
Haven’t Looked at Annuities in a While? Look Again!
If it has been a few years (or even a few months) since your last annuity case popped up, you may be surprised at how much the landscape has changed. […]
Osteoporosis – Can I Still Get a Preferred Life Insurance Offer?
We’ve all heard about OSTEOPOROSIS but WHAT EXACTLY does this condition mean to underwriting life insurance protection or long-term care contracts? This ONE Idea will discuss bone health and why […]
Underwriting Pregnancy and Pregnancy-Related Conditions – More Complicated Than You Think!!
My client is currently pregnant and wonders if she can apply for Life Insurance now or should wait until after the child is born? We get asked this question on […]
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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