Look Outside The Box To Save A Case

An Underwriting success story about how a postponed case was turned around. Here are the details: 71- year- old female looking to replace $1 million of guaranteed UL coverage Postponed informally...

Assisted Living Costs & Pricing - What Your Clients Need To Know

No can predict the future, but if the need for long-term care should arise, how much would it cost - and how would your client pay?  The Alzheimer’s Association estimated end-of-life care costs in 2016...

The Future Envisioned: Making It Happen

Do your clients have clear visions of their future? While many may have a vague sense of what they want, things to accomplish, or relationships they hope to develop, very few can actually articulate...

Super-Roth-Likeness: Does it Walk Like a Duck?

Comedian Steven Wright tells of the time a burglar broke into his apartment while he was asleep, stole everything, and replaced it all with exact replicas.  Later his best friend walked in, looked at Steve...

Generate Sales - And Save Your Clients Money While Doing It

Term Life Insurance is generally purchased to replace the income of the bread winner of the family and to provide sufficient financial liquidity for the family to satisfy any outstanding debt, such as a mortgage...