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Winning Over Clients’ Heirs

The wonder of the holiday season is upon us. The holidays: one of the only times in the year when families get together to share old memories and traditions while making new ones. Delicious food and a happy atmosphere present an opportunity for financial advisors to...

AIG Introduces New Income Rider

Who doesn’t love a great before and after story? AIG if offering an annuity with a guaranteed living benefit rider with an income base that has the potential to increase each contract year by 250 percent of the interest earned for the year. Sounds great, right?...

Part 2: Key Person Insurance in Motion

The Sale Many advisors immediately think of a death benefit and a term insurance solution when processing a key person case. A more nuanced approach, however, uncovers many other aspects to consider and solutions besides the 10-year-term contract. Consider some of the...