Executive Bonus Plans for Key Executives
The retention of employees has been on the minds of many lately – including advisors and their business owner clients. Business owners are more concerned than ever in retaining and […]
Dead Assets – Literally
As many of you know, I spend a lot of time on the phone with financial advisors assisting them in defining ways to mitigate risks resulting from mortality, morbidity, longevity, […]
IRR Calculations & Comparative Cash Flows
I have been running illustrations for a LONG TIME, and I learned very early on how IMPORTANT it is to include the Internal Rate of Return (IRR) report in any […]
Leaving or Living a Legacy
Conversations that financial planners have with their clients can be tricky. Most financial advisors only talk about “the money” and hope that the recommended planning is put in place so […]
Foreign National Underwriting for High Net Worth Global Citizens
High Net Worth Foreign Nationals (HNWFN), aka Global Citizens, are a GROWING market of individuals who typically possess assets and interests across the world and find particular financial safety and […]
How Aviation and other Avocations Affect Life Underwriting
Medical Impairments are not the only circumstances that threaten mortality and your client’s underwriting success. Hobbies and occupations offer their own type of risk (just ask Jeff Bezos and Richard […]
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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