Reliance Standard

Reliance Standard Life Insurance Company has introduced a new annuity product for use by individuals seeking to preserve capital and generate steady...

BenefitMall

As part of its commitment to providing the fastest, easiest, and most trusted benefits selling experience for brokers, BenefitMall, the leading provider...

Four Wise Words

“Begin where you are and such as you are, without aiming mainly to become of more worth, and with kindness aforethought, go...

A Tale Of Two Pandemics: Younger Americans Feeling Financially At Risk...

Allianz Life study finds retirement concerns remain high for non-retired Americans, yet pandemic-induced fatigue has also caused poor financial decisions

The Essential Hybrid Culture

As millions of workers quit their jobs, what a company does next could be the difference between losing talent and attracting...

The Plot Thickens

Is it the beginning of the end or the end of the beginning? Our sales engagement troops are decimated. Too many of...

Shocking Statistics Reveal A Retirement Crisis Underway: Is Help On The...

The concept of retirement has evolved over the decades—but one thing that has not seemed to evolve is the lack of preparation....

Helping Clients Understand The Cost Of Long Term Care In 2022

(Reprinted from the CLTC Digest in cooperation with Certification for Long-Term Care, LLC, www.ltc-cltc.com. Email Amber Pate at apate@ltc-cltc.com for a...

Agent Digital Sales Platforms For Life And MedSupp, And BGAs Reducing...

Digital sales platforms and operational outsourcing has been trending in the life insurance space for the last two years. I have touched...

Broker Words—May 2022

I think I’ve digressed before about my love for the Farm Bureau robot advisor ads.You know, the ones with a white robot...

From Property And Casualty To Disability Insurance, Clients Need Protection From...

While the language and contracts of property and casualty products are different from those in the disability insurance world, the spirit of...

Long Term Care Annuities: A “Low Friction” LTC Product

As I discuss this particular product type as being a “low friction” long term care sale, I do not want the reader...

How Generational Marketing Can Lead To Multigenerational WealthPlanning

Growing wealth is one thing. Maintaining it and having confidence knowing that there is a plan for the next generation is something...

Giving Guaranteed Income A Raise

The development and use of income riders on fixed index and variable deferred annuity contracts over the last number of years has...

Taking Flight

“One of the greatest inventions of the 20th century—indeed, one of the landmark inventions in the history of the human race—was the...

Leveraging Fintech As An Accelerator To Benefit Both Yourself And Clients

FinTech continues to be a popular topic of conversation among advisors in the financial services profession. In my recent conversations with advisors,...

FinTech Is A Business Imperative

With the COVID-19 pandemic having accelerated the digitalization of insurance and financial services to a previously unseen pace, one might assume our...

NAIFA

Apex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals, families,...

Paperclip

Every 39 seconds a cyberattack occurs—and the subsequent data breach experienced costs companies like yours $4.5M. And it’s becoming...

Reliance Standard

Reliance Standard Life Insurance Company (Reliance Standard) and Matrix Absence Management (Matrix) announced a $59,000 contribution to Feeding America®, the largest domestic...

How To Avoid Being A Boy Named Sued

Over the years, I have had many people ask me whether I miss the practice of law and why I have loved...

Broker Words—April 2022

In a recent news release from our industry’s most admired information-gathering institution, the great folks at LIMRA offered some insight and optimism...

The World Is Watching

On December 14, 2021, a dear man passed away. You would not have heard of him. His obituary says, “He had a...

Tip Of The Iceberg: America’s Soaring Debt

On April 12, 1912, the crew on the Titanic was slow to react to warnings of an iceberg ahead. By the time...

An Interview With Eugene Cohen—A Conversation With The Client Who Does...

2009 Honoree International DI Society W. Harold Petersen Lifetime Achievement Award. 2015 Honoree of NAILBA’s Douglas Mooers...

The Advantages And Disadvantages Of Porting Benefits In The Gig Economy,...

Portable benefits—those connected to an individual, rather than an employer—can be carried from one job to another, without interruption, loss of coverage,...

I’m Dead. Now What?

What If? My father passed away seven years ago. He was 93 when he died, but his mind started...

A Powerful Accumulation Tool For The Ultra Wealthy

In the last few months I have been getting a lot of questions around Private Placement Life Insurance and Annuity (PPLI/PPVA) products....

Reasons To Sharpen Your Estate Planning Ax: The Pig Through The...

Lately I have been conducting training for the agents of CG Financial Group on estate planning. When I talk with folks to...

The Diversified Companies

Integrity Marketing Group, LLC (“Integrity”) an omnichannel insurtech leader in life, health and wealth solutions, today announced it has acquired The Diversified...

NGL

National Guardian Life Insurance Company (NGL) is pleased to announce that its 2021 sponsorships and corporate gift combined with employees’ personal pledges...

Worth The Paper

“You can make anything by writing.”—C.S. Lewis When I began my career in life insurance, I represented a...

Reliance Standard

Reliance Standard Life Insurance Company (Reliance Standard), a leading provider of financial protection, absence management and supplemental health benefits solutions, recently promoted...

Ohio National

The Ohio National Foundation continued its tradition of community involvement in 2021 with $1.6 million in donations to more than 75 local...

Alternative Asset Based Funding For Long Term Care: Long Term Care...

Long term care life settlements first emerged in the insurance secondary market 15 years ago as an offshoot of traditional life settlements....

Pay Yourself First

A Slow StartWhen I was 26, I had already been married for four years to my first wife, I was expecting my...

Yin And Yang

Insurance professionals have historically been relegated to the category of arm-chair philosophers. We are frequently casual yet persistent students of human nature....

Deeper Dive Into The Latest Technologies Impacting Life Insurance Digital Sales

I attend many webinars and now finally travel to industry conferences. Speakers love to use analogies when attempting to make comparisons to...

Why Clients Need Our Help

To build a retirement fund, you only need to do three simple things: Make money, save money, and invest money. It all...

Random Expectations

As a profession we can hold our own when it comes to the ability to ask, “What if?” Perhaps the word malaise...

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