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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.
In their 2011 Life Insurance Market Study, Agent’s Sales Journal and the LIFE Foundation asked agents to list the main challenges to selling life insurance.
Here are six questions life agents should ask about the market they're targeting, the solutions they're proposing, and their approach to building sales.
Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.
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.
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.
For agents working with a small marketing budget, the Internet is source of inexpensive opportunities to raise awareness about your services and build your brand.
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.
The majority of travel insurance plans have specific per-item coverage limitations.
Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.
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.
Senior Market Sales is proud to introduce an easy and compliant way to help your Medicare Advantage and Part D clients enroll online.
The answer to this question depends on a few factors, such as the client's age, length of the trip, and benefit level desired.