41 Years Ago: Times Have Not Changed
Tweet Recently, Jason Smith, one of our Internal Wholesalers, brought in his mother’s original Life magazine, dated June 5, 1970. The cover headline that week, “Inflation, Recession and a Frantic Bear...
View ArticleThe Times They Are A-Changin’
Tweet Insurers' Reserves Examined, Wall Street Journal, Nov. 1, 2011 Recently, an article appeared in the Wall Street Journal (Insurers’ Reserves Examined) announcing a concern about the reserves of...
View ArticleWhat Do Customers Really Want?
Most life insurance and annuity sales can be broken into 2 categories. Policies are purchased for either: accumulation of assets on tax deferred basis, or life insurance protection in the case of life...
View ArticleAnother One Bites the Dust
Last week, Prudential Insurance Company announced they were exiting from the long-term care insurance business. The primary reasons stated for their decision were: rates will continue to rise on...
View ArticleWhale of a Catch
Dynasty Trusts are a way of transferring wealth beyond more than one generation. Although complex in nature, the essence of why Dynasty Trusts are popular planning tools can be defined as simply a way...
View ArticleArticle 4
I woke up earlier than normal at 5:20 A.M. this morning, for no particular reason. At that same moment, approximately 500 yards from our home and in the quiet of a beautiful Indiana morning, a car...
View ArticleExciting New Index Annuity Product
Great new product ideas come to the market every great once in a while. That opportunity is now available with Allstate introducing a brand new registered index annuity product, RightFit. This product...
View ArticleFire Sale – Must Act Now
Every so often an opportunity to buy and sell a Life policy that truly favors the policyholder with tremendous flexibility comes along and must be seriously considered. Lincoln Benefit Life has...
View ArticleA New Year’s Resolution to Dream Big: Make Life Insurance Planning Part of...
The New Year is off to a fast start with significant changes affecting income tax planning, estate tax planning, and the adjustment of permanent life insurance rates going forward. With the settlement...
View ArticleThe time has come to prepare for rising interest rates
Tweet // ]]> It appears that the first quarter of 2013 will conclude with one of the hottest stock market rallies in the last 5 years. Furthermore, short-term interest rates continue to be ultra-low...
View ArticleLife Insurance Contracts Win Again
Last week Don Blanton with his highly successful Circle of Wealth Marketing Program spent two days here in Indianapolis with a group of successful advisors and our InSource Team. Don possesses the...
View ArticleThe Times They Are A-Changin’
Tweet Insurers' Reserves Examined, Wall Street Journal, Nov. 1, 2011 Recently, an article appeared in the Wall Street Journal (Insurers’ Reserves Examined) announcing a concern about the reserves of...
View ArticleAre you ready to rumble?
Labor Day traditionally begins the fall season for our industry. Sales of life insurance and annuities culminate from activity that has been going on throughout the summer months. Many advisors...
View ArticleSanta’s List
As a child nothing was more exciting than looking under the tree on Christmas morning and find a pop gun, a Lincoln Log set, or my very own hammer or tractor to play with. It seems like the most...
View ArticleHow to Easily Assist Older Clients with Planning for Their Heirs
Many times older clients have concerns and need careful planning for the inheritance they may be leaving to heirs. Final documents often simply transfer assets on a lump sum basis. This, however, is...
View ArticleWhale of a Catch
Dynasty Trusts are a way of transferring wealth beyond more than one generation. Although complex in nature, the essence of why Dynasty Trusts are popular planning tools can be defined as simply a way...
View ArticleArticle 8
I woke up earlier than normal at 5:20 A.M. this morning, for no particular reason. At that same moment, approximately 500 yards from our home and in the quiet of a beautiful Indiana morning, a car...
View ArticleExciting New Index Annuity Product
Great new product ideas come to the market every great once in a while. That opportunity is now available with Allstate introducing a brand new registered index annuity product, RightFit. This product...
View ArticleFire Sale – Must Act Now
Every so often an opportunity to buy and sell a Life policy that truly favors the policyholder with tremendous flexibility comes along and must be seriously considered. Lincoln Benefit Life has...
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