The Acceleration Of E-Engagement For Life And Health Like Medicare Supplemental...

COVID-19 has forced independent distribution into e-Engagement for life insurance and health related insurance products. Some technology vendors in the life insurance...

Taking A Closer Look At Social Security DI Benefits

It’s no April Fool’s joke when a client doesn’t have disability insurance. Fluke accidents, COVID-19 or other infections...

The Limitations Of Hemoglobin A1c

When assessing glycemic control in the majority of our applicants, hemoglobin A1c is the gold standard for assessing glucose control over an...

Simplify Business Succession Planning

Small businesses are an important part of our nation’s economy. In the current environment many small business owners are focused on securing...

Broker Words—April 2021

Maybe…finally…we might soon be able to have a dinner party with more than four people. We might be able to hug loved...

Allianz Life

Allianz Life Insurance Company of North America (Allianz Life) recently announced that Jasmine Jirele has been named president and CEO of Allianz...

Novel Financial Ideas

“Good fiction creates empathy. A novel takes you somewhere and asks you to look through the eyes of another person, to...

CG Financial Group

Charlie Gipple, owner of CG Financial Group and long-time industry expert on annuities, life insurance, long term care planning, presentation skills, and...

A Simple Way to Make Your Business Owner Client’s Money Work...

Most business owners maintain a reserve account or an emergency fund. It’s the money they’ll use if the business truck needs a...

If Nothing Feels The Same, It’s Because It’s Not

One of the highlights of the NAIFA IMPACT WEEK: LTC was the session with Hybrid Life + LTCI business leaders. The discussion...

Differentiation–A Key Strategy To Capturing The Middle Market

The past year has impacted businesses like no other preceding year. No sector or industry avoided the disruptions introduced by an unprecedented...

Shoes And Socks

Many years ago, while I was serving as a senior sales leader, I worked for a very charismatic chief sales officer. Physically...

Long Term Care And The Middle Class

It’s increasingly evident that the long term care insurance industry has not provided an acceptable solution to the long term care conundrum...

Foresters

Foresters Financial™, the fraternal life insurer quietly disrupting financial services, today announced it has worked with illustrate inc, to launch Foresters Mobile...

Genworth

Despite the efforts of long term care providers to absorb many of the costs associated with COVID-19 as they put their own...

NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) has released its NAIFA 2025 Strategic Plan, which establishes a roadmap to lead...

Ash Brokerage

Jennifer Glessner has been promoted to Senior Vice President, New Business and Underwriting for Ash Brokerage. “I can’t think...

“Optimizing” Whole Life

Humans Can’t Leave Well Enough Alone Back in 2015, as I left the...

Out On A Limb

Maybe it’s as simple as just “Follow the Money.” Maybe it’s not about bloated premium thresholds, restrictive underwriting barriers, short-changed benefit definitions,...

Income Protection In The High-Net-Worth Market

The common definition of a high-net-worth individual (HNWI) among economists, bankers and financiers is someone with liquid or investable assets of at...

Integrity Marketing Group, LLC

Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired IFC...

ICMG

The Inter-Company Marketing Group (ICMG), a non-profit association that fosters and promotes business networking among insurance and financial services professionals and firms,...

Allianz

Allianz SE, parent company of U.S.-based Allianz Life Insurance Company of North America (Allianz Life), Allianz Global Corporate & Specialty (AGCS), Allianz...

MDRT

Throughout its nearly 100-year history, MDRT has evolved alongside the financial services profession, adapting and innovating its leading production requirements to best...

NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to welcome Maeghan Gale as a Policy Director. Gale joined NAIFA’s...

OneAmerica

For many working Americans, stress levels caused by various compounding events, such as COVID-19, racial injustice and the divisive political climate, are...

Carotid Artery Stenosis

Carotid artery stenosis is a narrowing or constriction of any part of the carotid arteries, generally caused by atherosclerosis. One of the...

COVID-19 And The Exploding Caregiving Crisis

The challenges that working caregivers faced over the last decade gained some attention prior to COVID-19. After COVID-19, that caregiving crisis has...

Broker Words—March 2021

Gary and Lin Dworkin Our Memories Of Carole Howard By Gary and Lin Dworkin

A Double Industry Bubble Wake Up Call!

So, what’s the Bubble? What’s the wake-up call? Why the call now? Can we think back to 2007 and follow through to...

Do Not Hide Your Light…Let People Know How You Can Assist...

For many years now I have felt that participation in the long term care planning industry as a producer, agency leader, senior...

The Failed Robo-Teacher Experiment

I recently posted the below as a blogpost on www.retirement-academy.com and received a significant amount of feedback on this. So, I will...

If Nothing Feels The Same, It’s Because It’s Not

The NAIFA IMPACT WEEK: LTC’s second day opened with a session moderated by a well-known broker/advisor who, along with our panelists, specifically...

COVID-19 And Long Term Care Planning

How can we—as long term care specialists—use the brutal impact of COVID-19 to help our clients see the importance of long term...

Voluntary Benefits In 2021: Personalization Is Key In A Post-Pandemic World

If 2020 taught us anything, it’s to expect the unexpected. Those that had a stable job and did not need to worry...

Getting An Education

It seems that asking the right questions of those most intimately involved in a particular activity would qualify as one of those...

Why LTCI Fails

Congratulations to Carroll Golden, the Limited and Extended Care Planning Center, and NAIFA, for presenting LTC Impact Week, nine hours of online...

What’s New In Life And Annuity eApp, Illustrations, Mobile And Self-Service

Life and annuity technology solutions are growing in both innovation and in the number of platforms that are available in the marketplace....

Choices And Consequences

Decisions. We make them all the time—all day, every day. Whether it’s as trivial as choosing what to eat for lunch or...

The Antidote To Selfishness And Wastefulness

There is a tension in our teenage years between the urge to rebel and the desire to fit in. I wanted to...

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