Why bother with a Life Insurance Review?
One of our agents recently went out door-knocking. Our cold-call case of the week shows us why Life Insurance Reviews are so good for agents and clients.
A Creative Annuity and Life Insurance Solution
I recently worked with a couple (Mr. & Mrs. Jones) who were interested in annuities. They were looking for a retirement vehicle that would offer a steady flow of income for life. They had just under…
This is a great alternative to an annuity
We have a great alternative to offer your clients wanting a fixed annuity.
Case of the Week: Savings but no Long Term Care
We recently helped an agent with his client, a 65 year-old female with mild asthma (she takes Prednisone and Dexilant) and acid reflux. She's a former smoker, and has $50,000 in savings. She does NOT…
Case of the Week: Comparing Long Term Care Options
Recently, I presented a couple in their 50’s with possible solutions to future long term care concerns. I shared with them traditional long term care insurance and the “hybrid” Life with LTC rider…
Is there a SAFE alternative to CDs?
With CD rates at 1% in most scenarios, your clients are looking for SAFE alternatives that will yield a better return on their money. Tax deferred annuities are certainly an alternative with modest…
Is Single Premium Life Insurance right for your client?
Ask them the following: Do you have money saved in the bank, or in annuities or mutual funds, that you would like to pass to your heirs on a more tax-efficient basis? Are you interested in…
Have your clients saved money for funeral costs?
Show them how to safely increase their savings with a stroke of the pen Example Case:
Part D help leads to cross sale commission
An agent was recently helping his client (female, age 72) with her Prescription Drug Plan. While navigating the pages at Medicare.gov, the client asked him "Do you know anything about nursing home…
Case of the Week: Life Policy Review
This case was a referral from a Med Supp client.
