Showing results for: and health
There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.
Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1
In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.
Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicare BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning.
Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.
We ensure your applications are processed efficiently and accurately because we know the slightest error can bring the sales process to a halt.
We organize the increasing volume of required compliance communications from multiple carriers into one place. Includes compliance, bulletins, announcements and other insurance-related news regarding the senior market.