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Social Security Maximization Using Life Insurance

Client's Family History Have You Down? We Have a Solution!

The “Third-Tier” Of Income Protection For Top Wage Earners

Term Insurance: Examining The Conversion Options

Special Needs Planning


  • Social Security Maximization Using Life Insurance

    Social Security Maximization Using Life Insurance

    Are you working with wealthy clients that are at or near retirement age?  If so, some of these clients may be collecting Social Security income benefits that they don't need. Life Insurance can be used...
  • Client's Family History Have You Down? We Have a Solution!

    Client's Family History Have You Down? We Have a Solution!

    If you feel challenged with significant adverse family history compromising your client’s ability to achieve Preferred rates, we have a solution. Our Underwriting Team is here to help with all your...
  • The “Third-Tier” Of Income Protection For Top Wage Earners

    The “Third-Tier” Of Income Protection For Top Wage Earners

    The need for income protection in this country is clear – statistics show a common lack of personal savings amongst the majority of households.  And top earners are not immune. Although major corporations...
  • Term Insurance: Examining The Conversion Options

    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...
  • Special Needs Planning

    Special Needs Planning

    Someone who loves and cares for a family member with special needs may be concerned about ensuring that their loved one continues to receive the care he or she needs throughout their lifetime. How can you build...

Top News

Social Security Maximization Using Life Insurance
 Posted on 30 Jan 2023

Are you working with wealthy clients that are at or near retirement age?  If so, some of these clients may be collecting...

Read more →
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Client's Family History Have You Down? We Have a Solution!
 27 Jan 2023

The “Third-Tier” Of Income Protection For Top Wage Earners
 25 Jan 2023


Term Insurance: Examining The Conversion Options
 24 Jan 2023

Special Needs Planning
 23 Jan 2023



Carrier News

Symetra Survivorship UL-G Product Update
 Posted on 06 Jul 2017

Symetra Life announced Thursday that they are temporarily suspending the sale of their Survivorship SUL-G Product. Important...

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Important Product Update From Mutual Of Omaha
 06 Feb 2017

AIG Accident And Health Sales Opportunities
 08 Aug 2014


Webinar: Guarantee UL vs. Index UL
 20 Jun 2014

Webinar: Life & Annuity Based LTC Training - Concepts & Sales Ideas
 11 Jun 2014






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