Drop Ticket vs. eApp

Knowledge is power and for the agent, product knowledge can be the vehicle to increased sales. It instills faith, trust, and respect in the client, which creates a positive experience. Understanding the importance of product knowledge,Read more

Lower your client’s taxes and increase their overall retirement income using the new IRS rules on QLAC! (CLICK TITLE TO READ MORE)

How many times have you heard about Chronic Illness and Long Term Care riders on life insurance? This is a huge industry trend, and for good reason – the traditional LTC market is quite unsettled but your clients’ needs remain. When people ask how these riders work, the answer is almost always, “Well, it depends on the carrier.” (CLICK TITLE TO READ MORE)

Do you struggle for the answer when someone asks, “How much life insurance do I need?” Are you tired of commoditizing yourself by throwing spreadsheets of widely divergent face amounts at your clients? (CLICK TITLE TO SEE PRESENTATION)

“Tax Free Retirement”, “Roth Alternative”, and “Retirement Supplement”; these are all current buzzwords we hear quite often in our industry. What do they mean? (CLICK TITLE TO SEE PRESENTATION)