Estate Planning >>

Roccy Defrancesco
Florida Supreme Court goes after the unauthorized practice of law
Article posted by Roccy DeFrancesco
Many insurance agents and financial planners offer to draft living trusts where they not only give advice for a fee on what a client should do, but they actually draft the documents just as though they were attorneys. While there are a few states that allow this, most states frown upon it; and now Florida has specifically outlawed it.

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Life insurance sales >>

National Underwriter
2015's 50 best ways to generate leads: 1-10
Article posted by LifeHealthPro
Combo policies, tireless prospecting strategies and dynamic marketing are three tips that experts say help them gain good leads.

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Life products >>

Timothy T. Lawler, CLU
Painless life insurance policy donations
Article posted by Timothy Lawler, CLU
In a perfect world, donating a life insurance policy to charity would be an instantaneous and painless transaction. Although these payments are tax-deductible, it is still a fairly onerous process that should be hassle-free. Now, it can be.

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Combo Products >>

Rebecca Kincaid
Life Insurance: a dirty word, but a powerful gift
Article posted by Rebecca Kincaid
So many people like what life insurance can do, but they don’t like insurance. So many people need life insurance and could put it to great use, but just don’t know how or why.

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Life Settlements >>

Christopher P. Hill, RFC
End of life planning — the missing piece to the financial puzzle
Article posted by Christopher P. Hill
The bad news is our industry has yet to offer the comprehensive training and education needed to help advisors become more comfortable, confident and better equipped to professionally serve “the death conversation.” The good news is I am fully confident this will change in the coming years.

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