Wednesday, May 22, 2024

FOCUS

An Ounce Of Prevention Is Worth A Pound Of Cure

As children, few of us envisioned careers in long term care insurance advocacy, financial advising, or law. Personally, I harbored dreams of being the...

Bend Don’t Break: Flexibility In Estate Planning With Index Universal Life Insurance

Greek philosopher Heraclitus famously captured the dynamic nature of life in his brilliant yet simple quote, “The only constant in life is change.” With...

Social Security “Layering” Versus “Bucketing”

If you have not read last month’s article that is somewhat of a prequel to this one, please refer to “Social Security Prospecting Is...

GENERAL INTEREST

Why This Broker Cares About Hearing Benefits

One of the most satisfying aspects of being a benefits broker is bringing new and valuable benefits to clients, but one of the most...

One Conversation Leads To Olympic Glory And LTCI Success

We are all aware of the long term care crisis looming. But how do we encourage more Americans to plan appropriately? How can we...

A Flood Is Coming: It’s Time To Prepare

I have a grandson who is both mildly autistic and a weather aficionado. As a result, I must wait for my daily call from...

MONTHLY COMMENTARY

Paranoid Ramblings

When it comes to some of the important stuff, we just don’t seem to pay sufficient attention to the critical details. It’s not that...

The Power Of Administrative Delegation: Offloading Admin Work To Focus On Growth

In the world of life insurance and brokerage, efficiency is king. Brokerage general agencies (BGAs) and insurance marketing organizations (IMOs) are the engines of...

An Interview With Eugene Cohen—May Is Disability Awareness Month, A Time To Help Your Client Become Aware Of The Need For DI

With the help of Victor Cohen, this is part of our ongoing series with Eugene Cohen, founder of the Eugene Cohen Insurance Agency, Inc.,...

The Best Candidates For ROTH IRAs And A Case Study

Some of the best candidates for Roth IRA conversions are those that have saved a lot of money (pre-tax IRAs, 401ks, etc) throughout their...

Financing Life’s Motion

Big Picture There is no such thing as sitting still. The Earth rotates on its axis relative to the Sun. How fast you are traveling depends...

MAY 2024

BROKER WORDS

Broker Words—May 2024

In Memoriam This one really hurts. One of the best friends I could ever ask for in this business, Sam Corey Jr., passed away April...

NEWS

OneAmerica

As part of a new offering from the OneAmerica FinancialSM Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are collaborating to...

Hexure

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, in tandem with Legal & General America (LGA), one...

Swiss Re

Swiss Re launches an augmented version of its Life & Health underwriting manual Life Guide. The new version comes equipped with Swiss Re Life...

BenefitMall

BenefitMall, the largest employee benefits general agency, announced the addition of Jenny Long as the new sales manager for retention responsible for overseeing Georgia...

Hexure

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced today a partnership with SuranceBay, an insurance technology...

Integrity

Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced...

Finseca

Finseca is pleased to announce that Anthony T. Mazzei, Sr., chairman and founding partner at National Financial Network, an agency of The Guardian Life...