One 1035 – Two Solutions
During one of your clients’ annual reviews, you discover that that they have an old inforce policy that may or may not be underperforming with a substantial cash value. You’ve […]
Does Lowest Premium Mean Best Value?
When advising clients about legacy and estate planning, many financial, legal, and accounting advisors recommend insurance solutions, generally owned by irrevocable life insurance trusts (ILITs), to provide the needed liquidity […]
Underwriting and Marijuana Use – “But I Have a Prescription!”
Many people are confused about how marijuana use is treated during medical underwriting for life insurance. They believe that having a medical marijuana prescription will make the process easier… “no […]
Did You Miss the 2022 Annual Advisor Conference?
AgencyONE just wrapped up their first IN PERSON Annual Advisor Conference in almost 3 years, April 24 – 26 at the Dupont Circle Hotel in Washington, DC. It seemed like […]
How To Help Clients Better Understand Your Insurance Design
Do you ever get a cool idea for an extra comparison page or presentation that may help close a case? Or perhaps it could answer an objection that your client […]
Client Expectations: Investment and Risk Management
The research firm, Spectrem Group conducted a study of wealthy investors in 2021. They asked these investors what services they received from their financial advisory\wealth management companies, as well as […]
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...
lnkd.in