How to Position the Legacy and Care Needs Conversation – Even Over the Phone!
Our popular "Selling Life Insurance in a Time of Social Distancing" web series continues with a discussion of retiree clients, how to start the conversation about planning needs, and funding options to meet those needs. Learn how you can provide Guarantees, Chronic Illness Protection, Accumulation and Access to Funds --- all with Accelewriting, an accelerated […]
We Have Your Plan!
Ever wonder what retirement plan is best for your business owners? Would a safe harbor 401(k) plan or defined benefit plan be best? How about a 412(e)(3) plan? Should life insurance be included in the plan? Frequently, the answers depend on where the business is in its “Business Life Cycle”. Join us for a Webinar […]
Did you know- The older or sicker someone is the better a life settlement is for them
Learn How to add Life Settlements to your practice today Life Settlements are an innovative way to repurpose your senior clients’ life insurance policies into cash or living benefits they can use to fund their retirement and long-term care needs through new types of life settlement SOLUTIONS. EVERY WEDNESDAY! REGISTER HERE