Careful attention to detail on every aspect of your clients’ plans for financial wellbeing is essential. Cover artist: David Howard
FOCUS
Best Practices—Communication, Technology And, Most Important, Passion
My enthusiasm about our industry continues to swell. In fact, it felt like the planets aligned for me recently joining Diversified Brokerage...
Best Practices—Leaving A Lasting Legacy
Our industry lost a great man last month. To know Bill Zimmerman was to love and respect him. Though it would take...
What Ever Happened To Best Practices?
“Best Practices” is a term that was used frequently in the 1980s up to about 2010, but has faded a bit in...
The New Message: Combining Altruism With Financial Literacy In The Public...
There’s an old saying that is as important today as when it first was spoken back in the day:
Why Agents And Advisors Must Be Proactive In Succession Planning
Most financial professionals are eager to help their clients create the best possible outcomes in retirement. For this reason, succession planning is...
GENERAL INTEREST
Playing Catch Up: Social Security Recipients Hope To Make Headway Against...
The last decade has not been particularly kind to the wallets of those who depend on Social Security to keep their financial...
Redesigning The Washington Cares Act
The Washington Long Term Care Trust Act is a minimum long term care insurance solution for almost all of the citizens of...
My Long Term Care Story As An Advisor
Working in the financial service industry for over thirty years, my personal experience with family long term care issues may resonate with...
MONTHLY COMMENTARY
The Need For General Contractors
Recently my entire neighborhood here in Iowa was hammered by a storm that came with baseball sized hail. My roof was damaged,...
On The Right Path
My career began in retail sales. My official title was Sales Representative. I represented the products of one carrier. The company assigned...
Looking Past The Excel Spreadsheet—A Natural Affinity
What 30+ Years Marketing And Selling Long Term Care Insurance Has Taught Us: It is not just about good math, it...
Data, Data, Data Driving Life Underwriting
Digital point of sales solutions for life insurance continue to become more innovative. I am trying to keep up. The auto-fulfillment process...
Halloween And Individual Disability Insurance—Don’t Let Clients Trick Themselves!
If you are like us, Halloween is one of your favorite holidays. The decorations, the costumes, school parades, and good old fashioned...
OCTOBER 2021 COVER
BROKER WORDS
Broker Words—October 2021
In Memoriam
Damn it this one really hurts. Our industry has lost a great innovator, mentor and icon,...
NEWS
OneAmerica
OneAmerica®, a national provider of insurance and financial services, has promoted Kelley Gay to chief marketing officer (CMO).
With...
Ash Brokerage
Ash Brokerage, Ameritas and SCOR announce a new next-generation term life insurance product, Ash Instant term, issued by Ameritas Life Insurance Corp.
Amalgamated Life
Amalgamated Life Insurance Company (www.amalgamatedbenefits.com), a leading provider of comprehensive insurance solutions, recently announced the appointment of Jeff Sammons as sales executive....
SBLI
SBLI, Afficiency Inc., and Quility Insurance announce a strategic collaboration and the release of a new simplified issue term life insurance product...
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