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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.
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.
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.
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.
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.
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.
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.
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.