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In the insurance and financial services industries, some professionals grow effortlessly; others struggle to cultivate leads and retain clients. Contrary to popular belief, success has little to do with a great personality or industry credentials. It comes down to a...

Coming soon: 3.35% MYGA from FGL

Coming Soon! Fidelity & Guaranty Life (FGL) will raise the interest rate on their FG Guarantee-Platinum® 5 traditional annuity on September 15, 2014. FGL will not be accepting paper apps. Agents will have to submit via the iPad app or through iPipeline. As more...

Preparing clients for the underwriting process

Preparing clients for the underwriting process will help you avoid the “it’s not done yet” speech. Underwriting has always been a hurdle to jump over when applying for life insurance. With new regulations imposed on insurance companies, home office underwriters take a...

What is a blog and why producers should be blogging

Sharing interesting and relevant information with clients and prospects can pique their interest in your services. You may have read or heard “experts” explain the importance of blogging as part of your online marketing plan. You may be wondering, “what is a blog, and...

Social Security’s Financial Outlook

The Center for Retirement Research at Boston College has released a new brief titled, “Social Security’s Financial Outlook: The 2014 Update in Perspective,” by Alicia H. Munnell, director of the center. The brief’s key findings are: The 2014...

“I Gotta Guy” with Atrial Fibrillation (AFib)

Increasing cases of Atrial Fibrillation, also known as AFib, are being diagnosed every year. Therefore, you will likely see more clients with a history of AFib. We as field underwriters should be prepared to recognize AFib, symptoms, and types of treatment. AFib is an...