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Help Clients Hedge Their Risk

Business Overhead Expense Is The Door Opener To DI Sales

Using Excess RMDs To Increase Your Legacy

Create New Sales Opportunities With Term Insurance

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Using Excess RMDs To Increase Your Legacy


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 02 Mar 2021   Posted by Tom Virkler

The London Bach Choir has been around since 1876 when it debuted with a performance of Bach’s B Minor Mass.  For the next ninety or so years their gig didn’t get much attention except among those with a musical preference for things like, well... the B Minor Mass. But all that changed in 1969. ...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


The 10-Minute Insurance Analysis


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 23 Feb 2021   Posted by Tom Virkler

Back in the old days kids would buy a comic book for 10 cents (5 cents if the cover had been removed for re-sale) and peruse the back pages for ads that peddled everything from x-ray glasses to work-out programs that promised to make you into a he-man in two weeks.  Purchases were made by mail and paid...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


162 Executive Bonus – More To Life Than Just Life


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 16 Feb 2021   Posted by Tom Virkler

In addition to the simplicity, ease of implementation and administration, and plan design and funding flexibility, an executive bonus arrangement can meet an array planning needs if presented properly to the employer and comprehensively to the executive. Life for Life or Life for Less The need to protect...

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Uncovering Sales Opportunities And Limiting Liability Exposures Through Trust Owned Policy Reviews


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 09 Feb 2021   Posted by Tom Virkler

While many advisors implement conservative, guaranteed solutions in trust owned policy arrangements, this is not a universal practice. In a low interest rate environment, many policies that are held in trust may be under-performing and do not have the underlying guarantees to ensure that the policy...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


Sweat Equity, Without The Equity


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 02 Feb 2021   Posted by Tom Virkler

The business world abounds with stories of the entrepreneurs who managed success building an undercapitalized venture largely because they made little or nothing in the early years, choosing rather to channel revenues back into the growth of the business. But there are often unsung heroes in these...

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The Problem With LTC Riders In The Third Person


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 26 Jan 2021   Posted by Tom Virkler

Climatologists can argue all day about which hurricane was the worst.  The fact of the matter is the “baddest” is the one that destroyed your home, the number of millibars notwithstanding.  And back in the old days they all were the baddest because you didn’t have any warning. Nowadays, sophisticated...

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Charity Begins At Home, Not At The Carrier


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 19 Jan 2021   Posted by Tom Virkler

Director Francis Ford Coppola leaves us with a cold and calculating Michael Corleone looking out the windows of his lake house over the water that would prove to be the River Styx for his brother.  What is to be a day of relaxation and fishing for Fredo will end in the fulfillment of Michael’s directive...

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Incompetency Planning


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 12 Jan 2021   Posted by Tom Virkler

When the fat lady sings... As they say, “It’s not over until then.” There is a comedian who likes to inform his audience that it is his goal to live forever.  Looking out into the crowd he adds, “So far, so good!”  But the fact is that death is the one contingency everyone can be pretty...

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Buy-Sell Planning While Generation Straddling


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 05 Jan 2021   Posted by Tom Virkler

Two of the top ten reasons that younger women say that they marry older men are, first, they have a better read on those with a more promising future, even if it is shorter; and second, if they sprain their ankle they can use their husband’s cane. Pretty funny, but not unlike a couple of the underlying...

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Properly Documenting Your Clients Intentions


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 29 Dec 2020   Posted by Tom Virkler

In the most important episode of his life Paul Revere did not fire a shot.  But his willingness to spread the alarm averted what could have been an early military disaster for the revolutionists of Massachusetts Bay. Planners, too, in addition to fulfillment of their usual responsibilities must fill...

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1 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 51 vote, average: 5.00 out of 5


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