Showing results for: and wealth
Carriers are consolidating for several reasons, but many smaller carriers simply don’t have the resources to compete in today’s environment.
Using an HSA to pay for LTCI premiums may be an attractive option for your clients who are not eligible to deduct their premiums on their federal tax return.
Health Net, Inc. announced that it is in agreement to sell its Medicare stand-alone Prescription Drug Plan to CVS Caremark for approximately $160 million.
Our Medicare Advantage experts help you stay compliant with real-life scenarios encountered by agents in the field.
According to CMS rules, agents must keep PTC documentation for a minimum of 10 years, and it must be retrievable upon request from the carrier or CMS.
Some might think it’s a petty distinction to make, but there is a difference between a prospect and a lead, and it helps for you to know it.
This sales tip will describe a flexible funding option that you may not have encountered before, but could be a great fit for certain situations.
Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.
This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.
What are you and your clients looking for in a Medicare Supplement company?
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.
Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.
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.