Wednesday, May 8, 2024

OneAmerica

Company News Broker World -
As part of a new offering from the OneAmerica FinancialSM Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are collaborating to...
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Hexure

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

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

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

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

Monthly Commentary Ronald R. Hagelman -
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...
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The Power Of Administrative Delegation: Offloading Admin Work To Focus On Growth

Monthly Commentary Ken Leibow -
In the world of life insurance and brokerage, efficiency is king. Brokerage general agencies (BGAs) and insurance marketing organizations (IMOs) are the engines of...
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An Interview With Eugene Cohen—May Is Disability Awareness Month, A Time To Help Your Client Become Aware Of The Need For DI

Disability Insurance Insights Eugene Cohen and Michael Cohen -
With the help of Victor Cohen, this is part of our ongoing series with Eugene Cohen, founder of the Eugene Cohen Insurance Agency, Inc.,...
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The Best Candidates For ROTH IRAs And A Case Study

The Practice Management Minute Charlie Gipple, CFP, CLU, ChFC -
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...
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Financing Life’s Motion

Purpose-Driven Professionals David J. Murphy -
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...
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Why This Broker Cares About Hearing Benefits

General Interest Michelle Ruff -
One of the most satisfying aspects of being a benefits broker is bringing new and valuable benefits to clients, but one of the most...
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One Conversation Leads To Olympic Glory And LTCI Success

General Interest Broker World -
We are all aware of the long term care crisis looming. But how do we encourage more Americans to plan appropriately? How can we...
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An Ounce Of Prevention Is Worth A Pound Of Cure

Focus Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
As children, few of us envisioned careers in long term care insurance advocacy, financial advising, or law. Personally, I harbored dreams of being the...
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Bend Don’t Break: Flexibility In Estate Planning With Index Universal Life Insurance

Focus Sean Brady -
Greek philosopher Heraclitus famously captured the dynamic nature of life in his brilliant yet simple quote, “The only constant in life is change.” With...
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Social Security “Layering” Versus “Bucketing”

Focus Charlie Gipple, CFP, CLU, ChFC -
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...
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Broker Words—May 2024

Broker Words Stephen Howard -
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...
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Integrity

Marketing Group News Broker World -
Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced...
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A Flood Is Coming: It’s Time To Prepare

General Interest Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
I have a grandson who is both mildly autistic and a weather aficionado. As a result, I must wait for my daily call from...
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Finseca

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

Monthly Commentary Ronald R. Hagelman -
The Intercompany Long Term Care Insurance Conference Association’s (ILTCI) vision is to create an environment for aging in America that includes thoughtful, informed planning...
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LIMRA/LOMA

News Broker World -
LL Global, the parent company of LIMRA and LOMA, recently announced Matt Berman, president and chief executive officer, Foresters Financial, and Tom Dempsey, chief...
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Allianz Life

News Broker World -
Allianz Life Insurance Company of North America (Allianz Life) announced today that its newest accumulation-focused product, Allianz Accumulation Advantage+™ Annuity, is now available. Allianz Accumulation...
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ICMG

Association News Broker World -
The Inter-Company Marketing Group (ICMG), the non-profit association that fosters business networking among insurance and financial services companies, has named Allen Bress, president of...
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LIMRA/LOMA

Association News Broker World -
LIMRA and LOMA officially launched Industry Advantage, an enterprise-wide program that gives employees unlimited access to a deep and broad library of bite-sized content...
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BenefitMall

News Broker World -
BenefitMall, the largest employee benefits general agency, is pleased to announce the consolidation of all leadership functions for the company under Bob Love as...
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Empowering High-Net-Worth Clients To Financial Success

Focus Laurence Williams -
In the current economic climate, characterized by significant challenges in government spending and mounting debt, financial advisors play a critical role in guiding high-net-worth...
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Critical Reasons Why Cybersecurity, Data Encryption And Compliance Must Become Front-Burner Topics

Monthly Commentary Ken Leibow -
As technology evolves, so do the risks associated with cyber threats in the insurance industry. With the increasing digitization of processes and the growing...
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American National

Company News Broker World -
iPipeline® announced that American National has launched iGO®, the technology company’s digital e-App solution within its end-to-end ecosystem, to enable the insurance carrier to...
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Individual Disability Insurance: A Look At The Misunderstanding Of 60 Percent Income Replacement In The Individual Marketplace

Disability Insurance Insights Eugene Cohen and Michael Cohen -
You have clients that need individual disability insurance. They are employees, they are professionals, they are self-employed, they are your clients and, most importantly,...
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The Use Of Life Insurance With Employee Stock Ownership Plans (ESOP)

Focus Daniel M Zugell, LUTCF, CLU, ChFC, AEP -
Employee Stock Ownership Plans, or ESOPs, are gaining tremendous momentum as a tax-advantaged way for business owners to divest some or all their stakes...
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