Life products »

Carley Meiners
How to prepare your clients for life stages
Article posted by Carley Meiners
According to Dave Henderson, if an advisor wants to provide the full breadth of financial advice to clients, then they need to address life events their clients may face.

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Life insurance sales »

Warren Hersch
Can’t sell life insurance to clients with HIV? True no more
Article posted by Warren Hersch
People living with HIV are about as insurable as those with cardiac disease, says Prudential's Mike McFarland.

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Life Settlements »

Addressing beneficiaries in estate planning
Article posted by Lloyd Lofton
A major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts and IRAs. Often this important decision is given too little consideration.

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Combo Products »

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Estate Planning »

Julius Giarmarco
Combining an IRA trust and an ILIT
Article posted by Julius Giarmarco
Many IRA owners wish to ensure that, during the life of their surviving spouse, the surviving spouse receives the income from the IRA, but at the surviving spouse’s death, the balance in the IRA will pass according to the IRA owner’s wishes.

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