Category Archives: Sales Ideas

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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Using Hybrid Guaranteed Indexed Universal Life

When we look at the GUL Landscape, we have seen a considerable change in the leverage we are able to provide our clients.…
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Guranteed Universal Life Landscape Q3 2020

With continued low interest rates and muted client engagement in 2020, the Guaranteed Universal Life (GUL) space has become smaller and more competitive…
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How Would Indexed Universal Life Perform in the Worst, Best,and Most Recent Markets?

[vc_row][vc_column][vc_column_text]The market can be volatile and this volatility can often create uncertainty around "how safe is my money", regardless of what vehicle your…
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