I can still hear my late grandfather's voice in my head...   "Matthew..." he'd say with a twang and a sigh, "... it sucks getting old. BUT! It beats the hell out of the alternative."   Grandpa

Does hearing “no” day after day leave you feeling frustrated?   Do you find yourself putting off outbound prospecting or follow-up?   Are you hesitant to suggest additional products after gett

Uncertainty has been the theme of the stock markets in 2025. Tariffs and trade wars are dominating the news cycle, but they've also led to virtually every economic forecaster raising the likelihood of

BackNine is here to be a difference-making partner in your annuity business. Please click the link below to download our Annuity Solutions Spotlight for April 2025. You'll find the top solutions on th

BackNine's Term2Perm Conversion program simplifies the process of converting term life insurance policies. 30 days before each conversion anniversary, we'll email you a link to view conversion quotes

More than $431 billion dollars of MYGAs have been sold in the last three years, and with market uncertainty and an unexpectedly favorable interest rate environment, the MYGA space is hotter than ever.

Innovation in the FIA space is often limited to introducing new crediting strategies and custom indices.   Revol One Financial is changing that with their Multi Year Guarantee Index Annuity, the E

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

United of Omaha's IUL Express is available on Quote & Apply. A great option for smaller IUL cases. Only health classes are Standard / Standard Tobacco which simplifies underwriting and the sales proc

If you're looking to grow your retirement business, BackNine is your connection to the industry’s best protection, growth, income, and legacy stories, including: Fixed rates as high as 5.65% Guarant

The BackNine Preferred Agent Agreement is now available! If you're looking to write KaiZen or Premium Financed cases, you’ll need to complete this agreement to gain access to the ILLIA platform. 📌 H

@vimeo If you would like to know more about KaiZen or to become a Preferred Agent, please contact Paul Pichie, Director of Advanced Markets, at pichie@back9ins.com. Or schedule a demo at www.calendly

@youtube Learn how to sell this powerful story for market participation and protection in under five minutes!   Do you have an opportunity or client in mind? Click here to book some time with Mat

Federal estimates suggest that more than 70% of people over age 65 will need some form of long-term care during their life, but only 4% of older Americans have LTC insurance coverage in place. And as

How do your clients and prospects think of you? Is your brand helping you build the business you want?   If you want to learn how to build a branding statement that will improve initial meetings

We’re excited to announce our new partnership with WebCE, the leader in continuing education for insurance professionals. Through this collaboration, we’re proud to offer the BackNine Insurance Learni

Agents who work with clients in New York are aware of how challenged the annuity marketplace can be. There's a great new offering available to help clients with protection, growth, guarantees, and lif

Every day in the US, 10,000 Baby Boomers turn age 65. Whether you're a full service financial planner, an experienced life insurance and annuity veteran, or a P&C agent starting to expand their practi

Whether you're an insurance professional, investment advisor, or financial planner, odds are pretty good that selling fixed annuities (or as they're commonly called, MYGAs or Multi-Year Guarantee Annu

Welcome to The Pro Shop!     BackNine's commitment to the advisors we support is not only to make writing insurance and annuity business as easy as possible, but to be a true partner in your bus

On 1/18/2025, Mutual of Omaha (MOO) will be discounting selling their Disability products. All applications must be submitted by no later than 1/17/2025. As MOO only allows eApp's for their disa

This video will help you better understand the key retirement risks the average American faces, how to talk about retirement planning with your clients, and how to use BackNine to find the best benefi

Employers fall into 3 categories (as per Mutual of Omaha’s attached Business Owners Guide): • Those, such as C-Corporations, which pay income tax directly to the Federal government. Professional Cor

As reported by the Seattle Times, the State of Washington’s mandatory (0.58%) tax to cover a small amount of LTC withstood a challenge that would have made it voluntary, which would have undermined it

Webinar Recording

IRC Section 101(j) has a direct impact on the taxation of proceeds from employer-owned life insurance policies, often referred to as "Keyman" or "Key Person" insurance. This provision primarily applie

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

The meeting starts 2 minutes, 25 seconds into the webinar. Click below: Simplify Long-Term Care Insurance with Quote and Apply The first 17 minutes, Paul Kaplan gives a primer education on Long-Te

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

To-Do's exist throughout BOSS so you can create follow ups on appointments, cases, eApps, quotes, and more. For example, when viewing an eApp, you can create a To-Do To-Do creation Create To-Do To-Do