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...
101j Business Owner Review
We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your...
Upcoming Webinar: 101j Business Client Review
This upcoming webinar covering the 101j Business Client Review might be the most important webinar for you to attend....
2021 Tax Free Income Update
AG-49a is now in effect and here is a good look at income solves as of January 2021. There...
Why We Sell Life Insurance
I was on LinkedIN earlier this week and I came across a post from a 2nd level connection that...
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...
Tax Free Income Landscape
The Insurance Industry has been under a lot of stress lately due to regulation, low interest rates, and high...
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...
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...
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...