When?!? “For we are saved by hope”—Romans 8:24. Cover artist: David Howard
FOCUS
Balance Your Client’s Portfolio’s Risk And Return Potential With Indexed Universal...
Does your current strategy for clients offer accumulation potential without adding market risks? If you’re seeking a financial strategy that can help...
Leveraging The Latest Trends In Life Insurance
The past year will be remembered for many things, not the least of which is the global pandemic that disrupted life as...
Have Your Cake And Eat It Too: An Investor’s Dream
When I was asked to write an article regarding life and/or annuity strategies, I wanted to write an article that had value...
Let’s Talk About Income For Life
Often clients come to you looking for basic life insurance coverage. They want to be able to leave money to beneficiaries to...
GENERAL INTEREST
MONTHLY COMMENTARY
COVID: The Difficulty Of Underwriting The “Long Haulers”
As I write this, my home state of California has reported over 2.3 million cases of COVID-19, and recorded over 26,000 deaths....
Effective Last Month! Congress’ Gift To Life Insurance
If you get shivers down your spine in excitement like I do when you think of things like CVAT, GPT, Modified Endowment...
Excelling In The (Long Term) Relationship Business
On December 7, 1965, the writer E.B. White wrote a letter to a friend. From this same man White had previously heard...
Strategic Thinking
Periodically it just becomes necessary to go to the blackboard and wipe it clean. New advisor focused research is being released this...
The World Of Electronic Health Records (EHR) For Life Insurance Underwriting
Electronic Health Records (EHR) are the hottest trend in life insurance underwriting today. The growing accessibility and innovation by solution providers is...
Vaccinate Your Client’s Income With Disability Insurance
While vaccines are on the top of everyone’s mind, it is a good analogy for disability insurance and your client’s income. If...
JANUARY 2021 COVER
BROKER WORDS
Broker Words—February 2021
COVID-19 has brought our industry, in some cases kicking and screaming, to an important tipping point—quicker adoption of myriad tech solutions. Initially...
NEWS
Allianz Life
Allianz Life Insurance Company of North America (Allianz Life) recently announced $350,000 in grants to local nonprofits working to enhance seniors’ quality...
NAILBA
The National Association of Independent Life Brokerage Agencies (NAILBA) announced a groundbreaking new certification program for life insurance case managers.
MDRT
Building on its culture of excellence and providing financial professionals exceptional opportunities for personal and career growth, Million Dollar Round Table (MDRT)...
NAILBA
NAILBA, the Voice of Independent Distribution (ID), recently announced the 2020 recipients of the ID Twenty Awards. In their second year, the...
MDRT
In the midst of a global pandemic and economic crisis, MDRT has made strategic moves to ensure financial professionals and their clients...
OneAmerica
OneAmerica® recently announced the hiring of two accomplished industry veterans to fill key underwriting roles.
Christine Coburn has joined...
NAIFA
The National Association of Insurance and Financial Advisors (NAIFA) has created the NAIFA 2025 Strategic Planning Committee to develop a five-year plan...
Mutual of Omaha
Insurance and financial services giant Mutual of Omaha unveiled a new corporate logo, featuring the image of a lion. Inspired by its...
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