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 […]
Underwriting Pulmonary Functions
The COVID pandemic has brought pulmonary issues to the forefront as we watch newscasts of ICU beds filled with patients on ventilators. COVID causes an inflammatory lung reaction that some […]
Executive Bonus Plans CONTINUED
Last month’s One Idea from AgencyONE’s Case Design department discussed a planning option for businesses that is currently experiencing a resurgence in popularity – the Executive Bonus Plan. Executive Bonus […]
Underwriting Anxiety & Depression
Tis the season of STRESS!!! The hustle and bustle of the holiday season is upon us, and this time of year can cause increased anxiety and even depression. Both are […]
Earlier this month, we had a fun-filled holiday party at Topgolf! Everyone came together to show off their best swings and rack up some points. 🤩 Check out some of our favorite moments below ⬇️ #holidayparty #agencyone #ourteam
Get your client's business ready for takeoff! Having a succession plan in place is like having a co-pilot - it will make sure your business stays in the air even if retirement comes earlier than anticipated.
#successionplanning #lifeinsurance
Business Owners Are Worried About Retirement, Need Specialized Advice
www.financialadvisoriq.com
Great article by @Advisor1Career on Think Advisor .... "While no federal tax legislation will likely be enacted this year, “there are a variety of methods” advisors can use to help clients take advantage of the “historically high”… https://lnkd.in/gcHJ9b2z
Gonzalo M. Garcia, CLU on LinkedIn: Why 2023 Is a Good Time to Reduce Future Estate Taxes | ThinkAdvisor
Great article by Melanie Waddell on Think Advisor .... "While no federal tax legislation will likely be enacted this year, ”there are a var...
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This ONE Idea provides carrier product information for policy reviews – or at any time – with your clients who have term policies and might be interested in converting to permanent OR supplementing their existing term policies with a permanent policy.
New Year, New Options for Term Conversions & Supplemental Perm Coverage
This ONE Idea provides carrier product information to use during policy reviews for clients with term policies.
www.agencyone.net
End of year curiosity question .... do you own permanent (cash value)) life insurance? If not, why not? There is no right or wrong answer. Thanks for your honest reply, if you care to reply at all.
Cash Value Life Insurance - The Gift that Keeps Giving
This ONE Idea discusses some oversight in the article “6 Types of Retirement Income That Aren’t Taxable” by John Csiszar with cash v...
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