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C’est Moi

“When the legends die, the dreams end; there is no more greatness.”—Tecumseh The Paths We FollowRecently I have been...

Why Use An IMO?

Captive Versus Independent…W2 Versus 1099…Fixed Costs Versus Variable Costs Once upon a time, the insurance companies that manufacture...

Purpose, Philosophy, People And Process

I’m often asked, “What do you think makes The Marketing Alliance attractive to so many BGAs?” At the highest level it is...

Get Ready For College Planning Season 2022

The month of August kicks off one of the best times in our industry: College planning season. Traditionally, college planning season runs...

GENERAL INTEREST

MARKETING UPDATE

2022 Analysis Of Worksite LTCI

The 2022 Milliman Long Term Care Insurance Survey, published in the July issue of Broker World magazine, was the 24th consecutive annual review of long-term care insurance (LTCI) published by Broker World magazine. It analyzed product sales, reported sales distributions, and detailed...

MONTHLY COMMENTARY

Money Like Water

Question: Where do fish keep their money? Answer: In riverbanks. Question: Why are some fish at...

My First Client Meetings

My first meeting with a “rich guy”: As I drove my 1990 Pontiac Grand Am through the gated community...

Tweaked

Many of us will remember our mothers telling us as wayward children: “If you keep picking at it, it will never heal.”...

Digital Life And Income Insurance (Tech) Companies Is A Growing Trend

We see what I like to call “digital insurance companies” and think instant issue and direct-to-consumer for low priced limited benefit products....

Over 150,000 Disability Claims* Filed August 2021! Talk About Need...

It’s fascinating to look at the Social Security statistics of filed claims for disability payments. The U.S. Social Security site breaks down...

AUGUST 2022 ISSUE

BROKER WORDS

Broker Words—August 2022

Sad news indeed for those of us who appreciate the brokerage business as it was in years past. An icon of those...

NEWS

news

Allianz Life

To help clients who are looking for growth potential paired with a level of protection from market volatility, Allianz Life Insurance Company...
news

Protective Life

Protective Life Corporation, a wholly owned U.S. subsidiary of Dai‑ichi Life Holdings, Inc., (TSE:8750) announced the launch of its Protective® Aspirations variable...
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