Long-Term Care and Survivorship Insurance
I recently spoke with a friend whose father just transitioned into a nursing home. Since I have a parent in a similar situation, we were able to talk about the […]
Can I Secure Life Insurance Coverage After Bankruptcy?
While the COVID death count this week in the United States surpassed 900,000 lives, a horrendous number, many businesses have also “died” as a result of the pandemic. Business and […]
Early Cash Value Rider – What is it & How Does it Work?
A recent case from one of our AgencyONE 100 Advisors provided an opportunity for our Case Design and Illustrations team to focus on early cash value (ECV) riders. An ECV […]
Alternative Solution to Roth Conversion
I just read an article from Maurie Backman (TMFBookNerd) at The Motley Fool which provides good advice but ignores the most logical of solutions. The article is titled “Want to […]
Underwriting When Physician Records Are Not Accurate
Physician records (APS-Attending Physician Statements) are an important and material part of your client’s underwriting files. However, physician records have also been known to contribute to UNFAIR underwriting assessments. This […]
Life Insurance – Protection Against the Unknown
If there was ONLY ONE insurance company to choose from and you were the ONLY CUSTOMER buying their life insurance and interest rates were 0%, it would be VERY EASY […]
When your Dutch Mother in Law is visiting from Europe and World Cup is happening …
#GoUSA #family #worldcup2022
Gonzalo M. Garcia, CLU on LinkedIn: #GoUSA #family #worldcup2022
When your Dutch Mother in Law is visiting from Europe and World Cup is happening ⦠#GoUSA #family #worldcup2022...
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Coming from a firm such as EY one would attach a lot of credibility to this study. The insurance profession needs to provide support and additional research to promote this message TOGETHER with the investment advisory community. T… https://lnkd.in/eypZq2VS
Gonzalo M. Garcia, CLU on LinkedIn: Study finds integrating insurance products boosts value to investors
Coming from a firm such as EY one would attach a lot of credibility to this study. The insurance profession needs to provide support and additional re...
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Good morning! What are you grateful for today? #gratitude
Gonzalo M. Garcia, CLU on LinkedIn: #gratitude #dcsunrise
Good morning! What are you grateful for today? #gratitude #DCsunrise
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Our very own Dennis Bartos, PA will be speaking at the NAEPC Association Conference on November 17th at 7:00 am! Watch his introduction video on #NAEPC's YouTube Channel HERE:
https://www.youtube.com/watch?v=0kUv71O8dck
#insurance #estateplanning
If you, as an investment advisor, are looking for a No-Load Life Insurance solution for your wealth management clients, join us for this webinar. Buy term and invest the rest - NO LOAD AND TAX DEFERRED. #taxplanning #clientfirst #… https://lnkd.in/eTUqGiXP
Gonzalo M. Garcia, CLU on LinkedIn: Welcome! You are invited to join a webinar: A VUL Solution Designed
If you, as an investment advisor, are looking for a No-Load Life Insurance solution for your wealth management clients, join us for this webinar. Buy...
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