We advised a broker regarding LTCi for a couple of 50ish women, doing the analysis and explaining our findings to the clients, using our proprietary spreadsheets. One client is particularly analytica

What if your life insurance could protect you while you’re still alive? Living Benefits Life Insurance isn’t just about what happens after you’re gone — it’s about helping clients live better now. Wi

When running Universal Life, Protection IUL, Accumulation IUL, and Protection VUL, you'll see an array of "Solve" options. Here's an explanation of each: Premium Solves: when using a premium solve, y

EquiTrust is one of the more innovative companies in the fixed-indexed annuity space, with powerful solutions that propelled them in to the top 12 for fixed annuity sales in 2024, per LIMRA.   The

5/25/2023: No SSN, No Problem - Life Insurance for Non U.S. Residents @vimeo

In this webinar, you'll learn about how to implement lifetime income solutions with advisory or fee-based clients: Why lifetime income matters for clients approaching retirement or living in retireme

Infinite Banking IRA Max: IRA Max One Page, IRA Max Intake Form, IRA Case Study Guaranteed Return of Premium VUL with No Lapse Guarantee Whole Life: Whole Life Premium Deposit Account, 10 Pay 20K, 10

Did you know that the game of basketball can teach us a lot about retirement?   Basketball is a fast-paced, high-scoring sport that has a ton of rules, variables and nuances. But often, a compet

Competition in the Linked-Benefit marketplace is intense. State Life (OneAmerica) is still the go-to insurer for an endless benefit period, for favorable underwriting, and for using an annuity to pay

Whole Life Insurance isn’t just a product from the pass it’s a foundation that has stood the test of time. For over a century, it’s been one of the most reliable and well-known forms of life insur