Wednesday, May 8, 2024

FOCUS

Focus

An Ounce Of Prevention Is Worth A Pound Of Cure

Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
As children, few of us envisioned careers in long term care insurance advocacy, financial advising, or law. Personally, I harbored dreams of being the...
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Focus

Bend Don’t Break: Flexibility In Estate Planning With Index Universal Life Insurance

Sean Brady -
Greek philosopher Heraclitus famously captured the dynamic nature of life in his brilliant yet simple quote, “The only constant in life is change.” With...
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Focus

Social Security “Layering” Versus “Bucketing”

Charlie Gipple, CFP, CLU, ChFC -
If you have not read last month’s article that is somewhat of a prequel to this one, please refer to “Social Security Prospecting Is...
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GENERAL INTEREST

General Interest

Why This Broker Cares About Hearing Benefits

Michelle Ruff -
One of the most satisfying aspects of being a benefits broker is bringing new and valuable benefits to clients, but one of the most...
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General Interest

One Conversation Leads To Olympic Glory And LTCI Success

Broker World -
We are all aware of the long term care crisis looming. But how do we encourage more Americans to plan appropriately? How can we...
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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

Paranoid Ramblings

Ronald R. Hagelman -
When it comes to some of the important stuff, we just don’t seem to pay sufficient attention to the critical details. It’s not that...
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Monthly Commentary

The Power Of Administrative Delegation: Offloading Admin Work To Focus On Growth

Ken Leibow -
In the world of life insurance and brokerage, efficiency is king. Brokerage general agencies (BGAs) and insurance marketing organizations (IMOs) are the engines of...
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Disability Insurance Insights

An Interview With Eugene Cohen—May Is Disability Awareness Month, A Time To Help Your Client Become Aware Of The Need For DI

Eugene Cohen and Michael Cohen -
With the help of Victor Cohen, this is part of our ongoing series with Eugene Cohen, founder of the Eugene Cohen Insurance Agency, Inc.,...
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The Practice Management Minute

The Best Candidates For ROTH IRAs And A Case Study

Charlie Gipple, CFP, CLU, ChFC -
Some of the best candidates for Roth IRA conversions are those that have saved a lot of money (pre-tax IRAs, 401ks, etc) throughout their...
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Purpose-Driven Professionals

Financing Life’s Motion

David J. Murphy -
Big Picture There is no such thing as sitting still. The Earth rotates on its axis relative to the Sun. How fast you are traveling depends...
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MAY 2024

BROKER WORDS

Broker Words—May 2024

Broker Words Stephen Howard -
In Memoriam This one really hurts. One of the best friends I could ever ask for in this business, Sam Corey Jr., passed away April...
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NEWS

OneAmerica

Company News Broker World -
As part of a new offering from the OneAmerica FinancialSM Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are collaborating to...
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Hexure

News Broker World -
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, in tandem with Legal & General America (LGA), one...
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Swiss Re

News Broker World -
Swiss Re launches an augmented version of its Life & Health underwriting manual Life Guide. The new version comes equipped with Swiss Re Life...
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BenefitMall

News Broker World -
BenefitMall, the largest employee benefits general agency, announced the addition of Jenny Long as the new sales manager for retention responsible for overseeing Georgia...
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Hexure

News Broker World -
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced today a partnership with SuranceBay, an insurance technology...
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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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