Tuesday, April 16, 2024

FOCUS

Focus

Empowering High-Net-Worth Clients To Financial Success

Laurence Williams -
In the current economic climate, characterized by significant challenges in government spending and mounting debt, financial advisors play a critical role in guiding high-net-worth...
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Focus

The Use Of Life Insurance With Employee Stock Ownership Plans (ESOP)

Daniel M Zugell, LUTCF, CLU, ChFC, AEP -
Employee Stock Ownership Plans, or ESOPs, are gaining tremendous momentum as a tax-advantaged way for business owners to divest some or all their stakes...
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Focus

Social Security Prospecting Is Bait And Switch

Charlie Gipple, CFP, CLU, ChFC -
One of the top ways that my agents get in front of consumers is by them—the agent—understanding Social Security retirement benefits in order to...
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Focus

Proper Business Planning With Disability Insurance

Joe Russo -
Disablement is like the analogy of throwing a stone into a pond. There is certainly a ripple effect. Not only is the disabled person...
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Focus

When I’m Sixty-Four

Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
There is not a baby boomer who cannot readily identify the origin of that phrase and have a greater appreciation for it as they...
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GENERAL INTEREST

General Interest

A Flood Is Coming: It’s Time To Prepare

Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
I have a grandson who is both mildly autistic and a weather aficionado. As a result, I must wait for my daily call from...
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MONTHLY COMMENTARY

Monthly Commentary

Acceptance

Ronald R. Hagelman -
The Intercompany Long Term Care Insurance Conference Association’s (ILTCI) vision is to create an environment for aging in America that includes thoughtful, informed planning...
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Monthly Commentary

Critical Reasons Why Cybersecurity, Data Encryption And Compliance Must Become Front-Burner Topics

Ken Leibow -
As technology evolves, so do the risks associated with cyber threats in the insurance industry. With the increasing digitization of processes and the growing...
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Disability Insurance Insights

Individual Disability Insurance: A Look At The Misunderstanding Of 60 Percent Income Replacement In The Individual Marketplace

Eugene Cohen and Michael Cohen -
You have clients that need individual disability insurance. They are employees, they are professionals, they are self-employed, they are your clients and, most importantly,...
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Monthly Commentary

My Horrible Experience With A “Personal Banker”

Charlie Gipple, CFP, CLU, ChFC -
A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as...
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Monthly Commentary

All About Home

David J. Murphy -
“Home is the place where, when you have to go there, they have to take you in.”—Robert Frost I have always liked this humorous quote...
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APRIL 2024

BROKER WORDS

Broker Words—April 2024

Broker Words Stephen Howard -
In Memoriam This one is a real punch in the gut. It is my sad duty to report the passing of a wonderful friend and...
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NEWS

Integrity

Marketing Group News Broker World -
Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced...
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Finseca

Association News Broker World -
Finseca is pleased to announce that Anthony T. Mazzei, Sr., chairman and founding partner at National Financial Network, an agency of The Guardian Life...
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LIMRA/LOMA

News Broker World -
LL Global, the parent company of LIMRA and LOMA, recently announced Matt Berman, president and chief executive officer, Foresters Financial, and Tom Dempsey, chief...
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Allianz Life

News Broker World -
Allianz Life Insurance Company of North America (Allianz Life) announced today that its newest accumulation-focused product, Allianz Accumulation Advantage+™ Annuity, is now available. Allianz Accumulation...
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ICMG

Association News Broker World -
The Inter-Company Marketing Group (ICMG), the non-profit association that fosters business networking among insurance and financial services companies, has named Allen Bress, president of...
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LIMRA/LOMA

Association News Broker World -
LIMRA and LOMA officially launched Industry Advantage, an enterprise-wide program that gives employees unlimited access to a deep and broad library of bite-sized content...
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BenefitMall

News Broker World -
BenefitMall, the largest employee benefits general agency, is pleased to announce the consolidation of all leadership functions for the company under Bob Love as...
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