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Life insurance sales >>

Rodney Ballance
IUL lawsuits: Are lawyers salivating over your E&O?
Article posted by Rodney Ballance
There is a reason why we have to hold securities licenses to sell securities. It is a whole different world from selling fixed products. If you don’t have a full understanding of contributing factors and their direct and indirect impact on economic issues, you are playing with fire.

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Life products >>

Jennifer Douglas
LIMRA study reveals how important agents are to beneficiaries
Article posted by Jennifer L. Douglas
LIMRA’s study quantitatively proves how valuable and valued life insurance agents are. But more than that, the study underscored the ways in which agents make a very difficult time a little easier for families who’ve just lost a loved one.

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Life Settlements >>

Adrienne Wilson
What you need to know about personal financial underwriting
Article posted by Adrienne Wilson
Favorable financial underwriting is dependent on proper presentation of the financial needs analysis and appropriate objective documentation with consistency in all figures and details.

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Estate Planning >>

Robert Link
Maximizing grandparents' gifts toward college financial planning
Article posted by Robert Link
Using life insurance and/or annuities, advisors can effectively assist in directing families toward accounts that provide no assessment of the grandparents' gift monies. This places the families in the best position to receive the maximum amount of college financial assistance possible.

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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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