Category Archives: Sales Ideas

Corebridge PG Premium Reduction, Improved Positioning on QoL Protection IUL

Premium Reduction, Improved Positioning on QoL Protection IUL
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Mass Mutual Target I.T Professional to Increase Disability Income Insurance

To help you take advantage of this potential Mass Mutual have created an infographic flyer designed specifically for I.T. professionals to help capture…
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Pacific Life Promise GUL for Final Expenses & 1035 Exchanges

1035 EXCHANGES AND FINAL EXPENSE COVERAGE
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Servicing and Evaluating Your Clients Existing Income Riders

The Problem: Servicing and advising clients with existing annuity contracts with income riders can be challenging for various reasons, ranging from the million dollar…
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The Fixed Income Dilemma

Have you wondered what you can do to help protect your clients in the current bond environment?  Lincoln Financial Group said in their…
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Get Creative in Helping Your Clients Manage Unwanted RMDs

The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year.  They may…
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August 8, 2021 Webinar Replay: Identifying Income Rider Replacement Opportunities

Watch the replay below as Brad & Dave discuss income rider replacements, the opportunities, case studies, analysis, and best practices to submit replacement…
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101j Business Owner Review

We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your individual practice. This one…
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This Shocking IUL Solve Beats Fixed Indexed Annuities

With the Life Industry and Annuity Industry facing pressures due to the interest rate environment and regulation, it's important to think "outside the…
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Utilizing the Catchup Provision Could Save 20% or more!

We have two recent posts Guranteed Universal Life Landscape Q3 2020 and Using Hybrid Guaranteed Indexed Universal Life that do a good job of covering the GUL…
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