The International DI Society will be holding their annual conference from October 12-14 in Atlanta, GA. All are welcome to join, from novices and experts. Use this link to learn more. https://in

Monthly Performance Report Emails BOSS can send a monthly performance report email to agents and agencies that meet both of these requirements: Monthly Performance Report is enabled in their email s

Set the politics aside. Whatever anyone thinks of the name, this is tax law now, it is live, and your clients are already asking. Our job is to be the person in the room who understands it. A Trump Ac

Key person insurance (also called key employee insurance) protects a business against the financial loss it would suffer if a critical employee died unexpectedly. This is typically someone whose skill

Term insurance is elegant — but it's rented protection. When the term lapses, the coverage and every premium dollar are gone. So why do we default so many clients into it? Our new Agent Education S

Long Term Care insurance is one of those topics that tends to get pushed to "later." Later when clients are older. Later when the timing feels more obvious. But later is more expensive. Every ye

BackNine Pay BackNine Pay is a commission payment option that allows commissions to be paid to BackNine first, then distributed downstream according to the agency’s commission structure. This is use

Financial Validation Rules for Face Amount and Premium Affordability Financial validation helps determine the maximum death benefit and premium an applicant may qualify for, allowing potential financ

Some of the largest life insurance cases in your pipeline are not new prospects, they are sitting inside your existing clients' old policies and underperforming accounts right now. Single-premium

A quick read for agents who want to find cases they didn't know they had. If you've been in this business for any length of time, your clients almost certainly have old life insurance policies sitti