Varied are the directions a client’s planning needs may take. Cover artist David Howard
FOCUS
GENERAL INTEREST
Curiosity, The Cat, And You.
We all grew up hearing the proverb that “Curiosity killed the cat.” If we were to pause and reflect on what the...
Be The Broker: Study Shows Consumers Want A Life Insurance Agent
Here Are The Qualities They Are Looking For In A Specialist
Let’s face the facts: Life insurance simply...
Get Ready To Take On Your Client’s Data And Technology Questions
Far too often I see employers struggling with HR and benefits technology systems. Too many of them aren’t set to accommodate the...
MONTHLY COMMENTARY
The Cold Hard Truth About Being Successful In Financial Services
In 1835 there was a significant development in the firearms industry. This was the year a gentleman named Sam Colt received a...
Expediency
Human nature continues to get in our way. But of course this perpetual uphill battle defines our chosen profession. What I would...
When A GLWB Is Open To Confusion
A deferred annuity with a guaranteed lifetime withdrawal benefit (GLWB) offers the certainty of a stable income for as long as one...
Tis The Season To Make Sure Your Clients Have Disability Insurance
The best time of the year is upon us as we approach the end of the year. While we finish up...
New Indexed Figures For 2020
The Internal Revenue Service (IRS) and Social Security Administration have released the cost-of-living (COLA) inflation adjustments that apply to dollar limitations set...
Celiac Disease
Celiac disease is a dietary disorder caused by an immunologic response to gluten, which is a storage protein found in many grains....
The Establishing Shot That Gives Clients Perspective
“Look, all I’m asking is for you to just have the tiniest bit of vision. You know, to just sit back...
DECEMBER 2019 COVER
BROKER WORDS
Broker Words—December 2019
December is, for most of us at least, a joyous season of giving—whether you diligently obsess over selecting the perfect gift for...
NEWS
Allianz
To better help investment advisors incorporate annuities into clients’ holistic financial plans, including managing retirement risk, Allianz Life Insurance Company of North...
Allianz Life Insurance Company of North America
Allianz Life Insurance Company of North America (Allianz Life®) announced that it created a new Chief Diversity and Inclusion Officer (CDIO) position,...
Insurance Designers of America
Insurance Designers of America, LLC, (IDA) announced that David R. Braun, CLU, has joined the firm as senior vice president-Institutional Markets. In...
LifeMark + BRAMCO = LIBRA
LifeMark Partners and BRAMCO Financial Resources have joined forces to create LIBRA Insurance Partners (LIBRA), a life insurance marketing organization with more...
Inter-Company Marketing Group
As experienced insurance recruiters and marketers well understand, there is no more powerful recruiting tool than personal referrals. For that reason,...
Diversified Brokerage Services
Diversified Brokerage Services (DBS) is pleased to welcome Leah Reckin-Mahoney, FLMI, PCS, to the team as its director of New Business, effective...
Mutual of Omaha
Mutual of Omaha has partnered with Ease, a leading HR and benefits software solution for small businesses, insurance brokers, and insurance carriers,...
Amalgamated Life
Amalgamated Life Insurance Company, a leading provider of comprehensive insurance solutions, announced the appointment of Ray Moore as sales executive, Voluntary Worksite...
