Help your clients’ retirement and legacy accumulation plans continue to gracefully rise above both anticipated and unforeseen market lows. Cover artist: David Howard
FOCUS
Rate, Reliance, And Confidence
Prudent Planners Use The Three M’s: Minimize, Minimize And Maximize For Retirement Portfolio Success
(Adapted from the...
The RILA Market Is Evolving As Fast As It Is Growing
As time goes on, the everchanging RILA market grows stronger and stronger in its offerings. From Athene’s “large bonus” on any earnings...
Annuities: Retirement Is 43 Percent Off?
Many of the agents that work with CG Financial Group are well aware of the “Four Percent Rule” and the history around...
Exploring Fixed Index Universal Life Insurance Opportunities In Vertical Industries
Why Target Marketing Can Help Financial Professionals Maximize Opportunities
Often when we speak to financial professionals looking for...
GENERAL INTEREST
The Washington Trust Act—Should I Stay Or Should I Go?
(Reprinted from the CLTC Digest in cooperation with Certification for Long-Term Care, LLC, www.ltc-cltc.com. Email Amber Pate at apate@ltc-cltc.com for a...
Killing Retirement
I’ve always been fan of Bill O’Reilly’s “Killing” series. Even though I knew the endings, books like Killing Lincoln, Killing Kennedy and...
MONTHLY COMMENTARY
The Spectrum
This Summer my wife and I vacationed with dear friends in the mountains of North Carolina. Jon Kling started his life insurance...
Forest Firestorms
Firestorms in the Pacific Northwest (Payroll deduction mandates) have blanketed our nation in smoke. Climate change (and COVID-19) reality have become the...
Insight Into Insurtech Solutions That Impact Life Insurance Awareness
September is Life Insurance Awareness Month. It’s well known that four out of 10 American households are putting their financial future at...
Disability Insurance And New Insurance Producers And Planners—A Perfect Match!
We often get asked by new advisors and insurance producers how one can grow their practice. If you ask 20 sales managers,...
Life Expectancy And The New Underwriting
For the first time in many of our lifetimes, life expectancy in the United States has declined. Not only did it just...
Why Your Annuity Trumpet Should Get Louder As Interest Rates Decrease
I know the title of this column seems contrary to what you would think but hear me out as I discuss the...
SEPTEMBER 2021 COVER
BROKER WORDS
Broker Words—September 2021
“There Is Life For The Older Age Market.” So sayeth a somewhat more fully coiffed Robert Goldstone in May, 1990, in his...
NEWS
OneAmerica
OneAmerica® launched its second virtual speaker series, Leading Tomorrow with OneAmerica, this June. The webinar series features thought leaders who will speak...
Underwriters Brokerage Service
Underwriters Brokerage Service is pleased to announce the addition of Sean Link, JD, as their Estate Planning Specialist, reinforcing the company’s position...
SBLI
SBLI (The Savings Bank Mutual Life Insurance Company of Massachusetts) recently selected MIB Group, Inc., as their primary electronic medical data vendor....
Amalgamated Life
TruHearing, the market leader in hearing products and solutions, is expanding access to hearing benefits through its recent partnership with Amalgamated Life...
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