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Are You Helping Your Clients to Plan for Achieving Specific Goals?

Good agents always give thought to how to use the right sales tactics* for each of their clients. Have you ever sat down with clients and moved them through a written plan for their future? This approach could resemble helping them visualize the elements of a plan on a white board or writing them on a computerized or paper template. The conversations that you have with clients should match what you Read more...

How an IUL can Help You Save and Protect

In the last few years, a trend in American spending has risen. Not only are Americans spending more, the boost in spending is mostly on Read more...

The Importance of Life Insurance for Millennials

Many millennials believe that they don't have to invest in life insurance yet. They're young, they're healthy, and many of them don't yet have extra Read more...

Supplemental Retirement Plans like the IUL

401(k) plans have become the dominant form of private pensions since their popularity rose in the late 1980’s and through the 1990’s. The plans have Read more...

The State of Retirement for Older Americans

Americans age 65 and older are nearing the years in which retirement funds are expected to be relied upon. Based on data pulled from the Read more...

The State of Retirement for Working Americans

Following two stock market downturns in the 2000’s, current working families as a whole have seen income and retirement wealth rebound. Households with at least Read more...

Using IULs to Supplement Suffering College Savings in 529 Plans

A 529 plan is a state-operated educational savings plan with the primary purpose of helping families set aside funds for their child’s future college expenses. Read more...

Benefits of Life Insurance for Young Adults

Common misconceptions can prevent young adults from purchasing, or even considering, life insurance options. Currently, there is a higher demand for life insurance than there Read more...

Funding Retirement with IUL Policies

Life insurance policies come in all shapes and flavors. One of the more popular types in recent years is the Indexed Universal Life (IUL) policy.  Rather Read more...

RMD to Fund Life Insurance Policies

After turning 70 and a 1/2, the Internal Revenue Service (IRS) begins to require that individuals start making taxable distributions from their tax protected 401(k) Read more...

Excuses Removed from Writing Life Insurance

Life insurance, compared to many other investment vehicles, requires more steps, process, and 3rd parities such as doctor’s offices, medical examiners, and underwriters. Compare this Read more...

How Much Life Insurance Do I Need?

The most important part of buying life insurance is determining how much you need. Since everyone’s financial circumstances and goals are different, there is no Read more...

Why You May Want To Use A Sales Funnel To Focus Your Business Potential

A sales funnel uses different stages to carefully guide people through the sales process until they are ready to make a purchase. The process is Read more...

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