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Life insurance sales >>

jberson
A new kind of life insurance policy
Article posted by Jeffrey Berson
The life insurance industry is slow when it comes to innovation. So when a new kind of life insurance product is starting to make an impact, I think it is good to know about it. The new product type I'm talking about is called the reversionary annuity.

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Life products >>

Frank N. Darras
Your client is approaching retirement age
Article posted by Frank N. Darras
Retirement is always a challenging stage of life, with insurance just a part of the obstacle course. Future retirees need to really consider health insurance, life insurance and annuities as part of their future retirement strategy.

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Estate Planning >>

Jeff Reed
Decumulation and selling into a loss
Article posted by Jeff Reed
Most of you will understand the term "selling into a loss." Decumulation? Maybe not. It is, however, a much more descriptive term than “the income phase,” as it is literally the opposite of accumulation. As such, certain things that work in a client’s favor during the accumulation phase — like dollar cost averaging — work against them during decumulation.

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Life Settlements >>

Jeff Reed
Living and dying with dignity: The right combination of life, LTC and critical illness
Article posted by Jeff Reed
We have discussed the merits of LTC and chronic illness riders in this forum on more than one occasion, always in an effort to understand the nuances that differentiate one offering from another. The hope, of course, is that there is a clear winner. The reality, unfortunately, is much more complicated.

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Combo Products >>

jcharles4
How does an ESOP benefit your practice?
Article posted by JASON CHARLES
Whether a company already has one or is considering implementing one, an ESOP can present you with a variety of sales opportunities by asking your client the following questions.

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