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Conducting annual policy reviews with your clients is a great way to generate sales right out of your existing book of business.
Even in a tough economy, buy-sell arrangements present great sales opportunities with the small business market.
Even if your clients can't afford a hefty premium now, theycan still build a robust cash value on thier IUL if they commit to growing premium payments over time.
In this case study, the clients wanted a product that could, if needed, provide a lump sum loan amount for future costs of education for a newborn child.
Change in the Medicare market is almost certain, and agents who want to thrive selling to seniors must be prepared to learn and adapt when change comes.
Here are 5 questions and answers about the process of disenrolling from Medicare Advantage.
A recent article in Agent's Sales Journal showed how a fixed indexed annuity had outperformed the S&P over the last 10 years.
Who better to offer wisdom on the past, present and future of Medicare than the owner and CEO of SMS himself, Milton M. Kleinberg?
When determining which product best suits your clients who are looking for guaranteed death benefit coverage, consider these 3 questions.
The SEC's long-awaited study on fiduciary standards calls for adoption of a uniform fiduciary standard of care for broker-dealers and investment advisors.
Many travelers are under the misconception that they don't need travel insurance and that their credit cards or medical insurance will cover them.
A main concern about using life insurance to show a tremendous potential tax-free income stream is the possibility of policy lapse causing an income tax event.
Annexus and Aviva have reacted quickly to FL S 2176, releasing two new products specifically for Florida that are compliant with the new law.
Lack of Medicare dental coverage, a growing senior population, and dental care-related medical concerns are increasing the demand for Senior Dental insurance.
What do you do when someone isn’t ready to buy right now?