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Life insurance sales >>

jberson
The IRA rollunder — a concept with guaranteed results
Article posted by Jeffrey Berson
The IRA rollunder is, without a doubt, the most exciting estate planning and preservation technique in use today.

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Life products >>

Sheryl J. Moore
How much life insurance do I need? 6 steps that will help your clients decide
Article posted by Sheryl Moore
The following is my take on how to assess the amount of life insurance one needs, and what products should be covering those needs. This discussion is intended only to give a general, high-level overview of a life insurance needs assessment. (And by all means, if you disagree with this self-taught theory, point out my mistakes!)

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Estate Planning >>

Julius Giarmarco
Portability versus credit shelter trusts
Article posted by Julius Giarmarco
The decision on whether to use a credit shelter trust or to rely on portability will depend on each couple’s facts and circumstances. But when in doubt, prudence dictates opting for a credit shelter trust.

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Life Settlements >>

Lew Nason
2 insider secrets top advisors use to close more cash value life insurance sales
Article posted by Lew Nason
By using these techniques you can double or triple your cash value life insurance sales in the next 60 days.

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Combo Products >>

Rick Geiler
All chronic illness riders aren't created equal
Article posted by Rick Geiler
All advisors would be wise to keep life products that offer estate planning and illness/LTC benefits in their cache. With a little self-education, agents can make sure they are offering advice about where the real value can be found in CI rider products.

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