Blog

When your client wants cash growth in a life policy

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Relationships Rewarded with Renewals

Everyone in the insurance industry wants to know the easiest and cheapest ways to make more money. We spend money on offers of the "best leads ever." We go to seminars and listen to the big keynote speakers who have ...
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Video: How many potential customers are in your county?

Here's a quick way to get a rough estimate You might think that there just aren't enough leads in your area. Using the free Census Explorer website, you can easily find the number of people in your county who are over ...
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Medicare Supplements: A Surprisingly Powerful Door Opener

Med Supp and Medicare Advantage have been game-changers for us.  This short article is a lawyer confessional.  Just like you, we must attract, woo, and close prospects to be able to pay our rather significant law firm ...
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Politics on Plan F

As the United States government looks to balance the budget, it is always considering new ways to invent a tax.
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A Year-End Tax Planning Idea to Suggest to Your Clients

As insurance professionals, many of our clients want to talk to us about taxes, and our conversations naturally gravitate toward reducing tax liabilities.
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Help retired IL teachers into a MedSupp instead of the State's TRIP program

The State of Illinois recently announced their new plan for retired teachers. There have been significant changes to the Teachers Retirement Insurance Plan (TRIP). The program has always resembled an F plan. The ...
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Life with LTC is very a popular solution - but only if it's offered!

Case Study Here's a case one of our agents submitted, which just got approved this week.
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Educate Your Local Attorneys, CPAs, and Investment Professionals About The Affordable Care Act

The Affordable Care Act is the hottest topic in town. Very few professionals know anything about the ACA and its impact on seniors. Most CPAs and lawyers don’t have a clear understanding as to how the ACA does or does ...
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Love and Protection Planning

Many times, advisors do not understand the great potential in encouraging their clients to do estate planning. Here is a common story in my office. Just the other day, I got a call from a prospective client. His family ...
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