by CreativeOne | May 29, 2012 | Insurance
We all know that the sole purpose of life insurance is to fulfill a financial need, whether that be for estate purposes, business planning, personal income or otherwise. You’re working hard to help clients meet those needs and prepare for what’s to come in life by...
by CreativeOne | May 29, 2012 | Insurance
“It’s too expensive.” “At my age, I just don’t need it.” “It’s a luxury, not a necessity.” As a life insurance agent, you’ve heard just about every excuse in the book as to why clients are unwilling or unable to purchase a life policy. Many of them even seem to...
by CreativeOne | May 29, 2012 | Insurance
Designing and packaging cases, particularly those surrounding clients with complex needs or large premium values, can be time consuming and require a great deal of your resources. In an industry where time is money, it’s important that you have the support you need to...
by CreativeOne | May 29, 2012 | Insurance
Indexed annuities today present a number of encouraging features, from principal protection and lifetime income benefits to the opportunity to capture a portion of the market’s upside potential without being exposed to its downside risk. We’ve seen products offer...
by CreativeOne | May 29, 2012 | Insurance
by Janet Terpening Project Manager | Tailor Made It’s been nearly two years since the defeat of SEC Rule 151A, and we’ve since seen a growing number of states adopt the NAIC Suitability Model regulations. In the April 2012 edition of NAFA’s...
by CreativeOne | May 29, 2012 | Insurance, Products & Carriers
by Tom Felich Annuity Sales Consultant Winston Churchill once wisely said, “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Even though we’re facing historically low interest rates and a volatile market,...
