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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.

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.

Kid-Friendly Travel Insurance Coverage

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

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.

Add Travel Insurance Center to Your Website and Start Earning Commission

Get your share of the $2.7 billion dollars the travel insurance industry will produce this year!

New Agent Training Center at SeniorMarketSales.com

If you missed our last newsletter, you missed an exciting announcement about our new online agent training center.

Low Income Subsidies Part 2: How to Apply

Now that you have identified potential clients, we will discuss the steps to take to help your clients apply for Low-Income Subsidies.