Charitable Planning CSI Style - Goodwill Hunting

We continue our series on helping advisors spot gift opportunities by looking at client data with a new set of eyes – this article takes a less traditional gift planning approach to pre-business sale...

How Policy Loans Affect Your Whole Life Dividends

Whole Life policies have been around for decades and are considered to be the most conservative type of Permanent Insurance that you can buy. And since more clients are searching for low risk, conservative...

Estimate Your Client’s Potential Vitality Status With 5 Simple Questions

With the John Hancock Vitality Program, clients are rewarded for the everyday things they do to stay healthy, including taking online health courses, visiting the doctor, and exercising. The healthier...

Term Insurance: Examining The Conversion Options

By the end of the story the pigs have begun to walk upright and they carry whips. Promised improvement in conditions for other citizens have been forgotten. And the Seven Commandments that were to serve...

Long Term Care - With Guaranteed Premiums

Asset Based LTCi is designed to help protect your clients’ assets by using the safety of whole Life Insurance. With a guaranteed premium, your clients will receive a guaranteed amount of Life Insurance...