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Category Archives: Sales Ideas
1035 EXCHANGES AND FINAL EXPENSE COVERAGE
The Problem: Servicing and advising clients with existing annuity contracts with income riders can be challenging for various reasons, ranging from the million dollar…
Have you wondered what you can do to help protect your clients in the current bond environment? Lincoln Financial Group said in their…
The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year. They may…
Watch the replay below as Brad & Dave discuss income rider replacements, the opportunities, case studies, analysis, and best practices to submit replacement…
We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your individual practice. This one…
With the Life Industry and Annuity Industry facing pressures due to the interest rate environment and regulation, it's important to think "outside the…
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…
When we look at the GUL Landscape, we have seen a considerable change in the leverage we are able to provide our clients.…
With continued low interest rates and muted client engagement in 2020, the Guaranteed Universal Life (GUL) space has become smaller and more competitive…
With NFG Brokerage, you no longer need to depend on a one size fits all approach. We work hard for you to create customized insurance strategies to help you deliver the most affective solutions to your clients. Your success is our success...don't delay!
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