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Navigating the Shrinking Survivorship Market
Navigating the Shrinking Survivorship Market: Are Your Clients Ready for 2026? The Looming Estate Tax Exemption Change The calendar is ticking towards January 1st, 2026, a date looming large for estate planning. Why? Because the federal estate tax exemption is...
Compelling Alternative to Term Insurance
Long-Term Protection with Partial Cost Recovery This makes the cumulative premium more attractive, and the client can surrender coverage at any time after the 10th anniversary (no 60-day window). With its built in Return of Premium Endorsement of 25% starting at the...
Rain or Shine
Embrace Winter Wellness Or snow, or sleet, or hail. It's been one of those winters! Getting outside, even during the worst weather, can ultimately alleviate post-holiday financial stress and winter blues. But don't take my word for it. Get more insight in this blog...
Maximize Client’s Cash Value
Splitting 1035 funds can be an effective tool to customize your clients’ policies so they can receive more death benefit and LTC coverage than a single policy may provide. https://t.e2ma.net/message/5g7k4g/ld7ixy 1/23/2024 New...
Save Two Premiums on 10-pay Whole Life
Reduce your client’s out-of-pocket costs by over 25% on a 10-Pay Whole Life.... 1/9/2024 New West Insurance
First Rate Match Program
As of September 1st, 2023, Symetra will match formal or informal rate class offers from other eligible carriers. The program is available for their Accumulator Ascent and Protector IUL products for issue ages https://t.e2ma.net/message/9ramlg/ld7ixy 9/11/2023 New...
dynamic women
Over $10.9 trillion of today's current assets are controlled by women and it's expected to grow to $30 trillion by 2030.** Grow your business with tips for engaging women clients, prospect profiles, and tools https://t.e2ma.net/message/58ssig/ld7ixy 7/31/2023 New...
preparing to sunset
Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017. Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially https://t.e2ma.net/message/50u0fg/ld7ixy 6/26/2023 New...
Buy Perm & Invest the Difference
We're all familiar with the old adage - buy term and invest the difference. But what happens when that term is up and your client still needs insurance? Perhaps they are now rated or uninsurable. With so ma https://t.e2ma.net/message/x6l7cg/ld7ixy 5/19/2023 New...
who’s ready for spring break?
If spring skiing/snowboarding in the sun on fresh powder is what you're after, we've got you covered! This spring also brings the new amendments to AG 49A that will go into effect May 1st, 2023. https://t.e2ma.net/message/tbzx8f/ld7ixy 3/27/2023 New West...
Navigating the Shrinking Survivorship Market
Navigating the Shrinking Survivorship Market: Are Your Clients Ready for 2026? The Looming Estate Tax Exemption Change The calendar is ticking towards January 1st, 2026, a date looming large for estate planning. Why? Because the federal estate tax...
Compelling Alternative to Term Insurance
Long-Term Protection with Partial Cost Recovery This makes the cumulative premium more attractive, and the client can surrender coverage at any time after the 10th anniversary (no 60-day window). With its built in Return of Premium Endorsement of...
Rain or Shine
Embrace Winter Wellness Or snow, or sleet, or hail. It's been one of those winters! Getting outside, even during the worst weather, can ultimately alleviate post-holiday financial stress and winter blues. But don't take my word for it. Get more...
Maximize Client’s Cash Value
Splitting 1035 funds can be an effective tool to customize your clients’ policies so they can receive more death benefit and LTC coverage than a single policy may provide....
Save Two Premiums on 10-pay Whole Life
Reduce your client’s out-of-pocket costs by over 25% on a 10-Pay Whole Life.... 1/9/2024 New West Insurance
First Rate Match Program
As of September 1st, 2023, Symetra will match formal or informal rate class offers from other eligible carriers. The program is available for their Accumulator Ascent and Protector IUL products for issue ages...
dynamic women
Over $10.9 trillion of today's current assets are controlled by women and it's expected to grow to $30 trillion by 2030.** Grow your business with tips for engaging women clients, prospect profiles, and tools...
preparing to sunset
Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017. Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially...
Buy Perm & Invest the Difference
We're all familiar with the old adage - buy term and invest the difference. But what happens when that term is up and your client still needs insurance? Perhaps they are now rated or uninsurable. With so ma...
who’s ready for spring break?
If spring skiing/snowboarding in the sun on fresh powder is what you're after, we've got you covered! This spring also brings the new amendments to AG 49A that will go into effect May 1st, 2023. https://t.e2ma.net/message/tbzx8f/ld7ixy...