FOCUS
Which Long Term Care Option Is The Best?
To immediately squash the suspense, you are not going to read this article and see that one type of long term care...
Younger Prospects—How To Capture Them
For most Broker World readers, the generations dubbed Gen X, and Millennials, can represent an entirely new challenge as their way of...
Insuring Your Opportunity
At their relatively young ages, years of opportunities still await the Millennial population. These opportunities create the need for life insurance protection...
Marketing DI Toward Both Ends Of The Age Spectrum
Millennials outnumber Baby Boomers in the United States by more than eight million and represent more than a quarter of the American...
Positioning Life Insurance For A Multigenerational Client Base: Why The Same...
Music has the power to entertain us, unite us and move us. Music can also give brokers some interesting insights about selling...
How To Create Your Own Private Reserve Wealth Strategy
Business owners have long been considered by most to be the lifeblood of the American economy. They are what drive our economic...
GENERAL INTEREST
Building Memorable Marketing Events
In our previous article we talked about the importance that marketing events can play in the creation of selling opportunities. Notice that...
Customized Bonus Planning
Using IRS Code Section 162 To Attract, Reward And Retain The Very Best Employees
Customized bonus planning (CBP)...
Life Settlement—Five Tiers Of Fiduciary Best Practices
Administration of a family trust for ultra-wealthy clients is a complex undertaking. As such, the proper management of the trust requires the...
Helping Small Business Owners Manage Through A Competitive Job Market
With constant turn-over and the threat of key employees leaving the business, it is difficult for the business owner to create a...
MONTHLY COMMENTARY
The FYI On LTC, AOBs, COBs And EOBs
My title is tongue in cheek of course but there is truth to it. There are a lot of acronyms and terminology...
Statistical Conundrums
My required statistics classes were the nightmare of my academic journey. Means, modes and medians gave me numerous sleepless nights. I was...
Why Bother?
A good friend of mine has suffered through brain cancer, kidney cancer and then lung cancer. Mike wrote a book1 about his...
Mitigating The Risk Of Insurance Fraud
Technology creates many benefits in the life insurance sales process and in underwriting. It also opens up opportunities for fraud. I conducted...
An Interview With Eugene Cohen—May is Disability Income Awareness Month…Important Reminders For Producers’ Awareness
2009 Honoree International DI SocietyW. Harold Petersen Lifetime Achievement Award
2015 Honoree of NAILBA’sDouglas Mooers Award for...
MAY 2023 COVER
BROKER WORDS
Broker Words—May 2023
Congratulations to good friend Jeff Mohr, recipient of the 2023 Billy Vogel Award, TMA’s highest honor. The Marketing Alliance is honored to...
NEWS
Diversified Brokerage Services
NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement plan advisor, today announced it has acquired Diversified Brokerage...
Hexure
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, recently announced the appointment of Jaylene Kunze...
Mutual of Omaha
Tamara Franklin, who served as Chief Digital, Data and Analytics Officer at global professional services firm Marsh & McLennan Companies, Inc., has...
Haven Life
Haven Life recently announced a coverage increase of its no-medical Simplified Issue product, Haven Simple, from a maximum of $500,000 to $1,000,000....
Hexure
Hexture, a provider of sales and regulatory automation solutions for the life and annuity industry, recently announced the appointment of Nag Vaidyanathan...
