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Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.
Learn how to take unwanted RMDs to fund a life insurance policy that will help offset the income taxes beneficiaries will owe when the IRA is transferred to them.
Baby Boomers will transfer more wealth than this country has ever seen. Much of it is accumulating in tax-deferred accounts like IRAs and 401(k)s.
Learn how to leverage unwanted RMDs to fund a life insurance policy and transfer an IRA as a charitable gift in order to eliminate income taxes on qualified money.
Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.
This article will bring you up-to-date on the state of the income rider and answer any questions you might have about when to use them and how to choose them.
Many carriers have had to rethink the max issue ages for their products, and many advisors are rethinking what is an appropriate plan for their elderly clients.
The passage of H.R. 4173 and the defeat of Rule 151A ensured that regulatory control over FIA's would remain squarely in the hands of the insurance industry.
SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.
Utilizing a Pension Maximization Strategy can offer your clients the best of both worlds.
IUL is similar to VUL in that the cash value of the product is linked to the stock market, but that’s where the similarities end.
Easily avoid out-of-pocket expenses by purchasing a Primary Coverage/No Deductible travel insurance plan.
Thirteen additional states were awarded federal grants to help them create private health insurance marketplaces.
In a recent study, two-thirds of advisors reported that clients are taking the lead and asking about annuities, rather than the advisor bringing up the idea.
The majority of travel insurance plans have specific per-item coverage limitations.