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New iPad Mobile Enrollment App From Aetna

Aetna agents will soon be able to enroll clients in MA and PDP plans using a new iPad Mobile Enrollment App.

LTC New Business Checklist

If you want to get paid quickly and without hassle, make sure all these things are in order before taking an app and submitting a new piece of business.

When Corporate Travel Isn't Business as Usual

Unexpected travel problems are encountered by business travelers every day. Who do they call for assistance? And of further concern — who covers the expense?

Interview Using Indexed Annuities With High-Net-Worth Clients

Last week, Wendy Swanson sat down with Rocky Lin, CFA--Managing Director at Beacon Pointe Wealth Advisors.

LTC Consumer Study Part 1: Who Is Buying LTC?

Mutual of Omaha recently conducted a study of their current LTC policyholders.

Medicare Advantage Enrollment Up, Premiums Down

According to an article by Bloomberg Businessweek, Medicare Advantage enrollments were up a record 10% this year as lower premiums enticed people to sign up.

3 Questions Every New Life Agent Asks

I talk to agents every day who want to sell life insurance, but don’t know how to get started. They all ask the same three basic questions.

Buying an Annuity From Social Security

As your clients reach retirement age, the most important decision they can make is when to elect Social Security.

Have You Talked To Your Clients About Filial Responsibility?

Several states have what is sometimes known as a filial responsibility law, which obliges adult children to pay for their parents’ medical & nursing-home care.

Aetna & Cigna Announce Lifetime Renewals on Medicare Advantage & PDP Policies

Aetna & Cigna recently announced effective immediately, that they will be paying lifetime renewals on Medicare Advantage and Medicare Part D policies.

Kid-Friendly Travel Insurance Coverage

Many travel insurance protection plans include the kids for no additional cost.

Financial Planners and Medicare ... Yes, That's Part of Your Job Now Too

Your customers now want you to add one more responsibility, one more layer of expertise, to your practice: Medicare advisor.

Breaking Into the Multi-Life Market Part 3: Enrolling Employees

You’ve identified your target employers and made your pitch to company leadership. Now you are in the door and ready to enroll, how do you proceed?

Low-Income Subsidies Part 3: How to Market to LIS-Eligible Clients

Part three will offer some ideas for how to market these services and let prospective and existing clients know that you can assist them with extra benefits.

How to Accurately Illustrate Policy Loans or Withdrawals
Often times you may find your clients interested in loans or withdrawals from their life insurance polices. Here we'll look at how these illustrations work.