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Start Your Life Insurance New Year’s Resolution Now!

Our industry has seen some amazing product breakthroughs, resources and interfaces this year. We’ve experienced some of the best resources in the industry ever. And, since it’s Life Insurance Awareness Month, the buzz around it is at an all-time high. So, how can we...

Generate Brand Buzz with Hole in One

FORE! If you want to create brand buzz among new, qualified and more-affluent leads, Hole in One may be just the program you’re looking for. With this innovative marketing program, you pay only a low premium while offering prospects exciting monetary hole-in-one...

Meet Insurance Goals While Persuing a Healthier Life

Industry leading – client engagements tools have never been this good. In an attempt to redefine life insurance and promote a healthy lifestyle among clients the John Hancock Vitality Program is now available on Accumulation IUL and Protection IUL. This new program...

Introducing Insurance into the Investment World

Here’s a tale of how two top Registered Investment Advisors (RIAs) connected to integrate insured solutions. We’ll start with the conversation that triggered the series of events … CreativeOne invited an investment manager/firm principal ($1 billion+ AUM) and a...

Department of Labor Proposes Big Fiduciary Changes

As you likely know, the hot issue in the industry right now is the proposal by the Department of Labor (DOL) to change and revamp the definition of “fiduciary” with the intention of protecting investors from conflicting investment advice and imposing a uniform...

Onboarding New Employees for Success

Once you hire the right employees for your business in 9 Easy Steps, your job isn’t done. It’s time to get them on board and acclimated with your business through a process in the human resources world known as onboarding. While it may not seem like something to...