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Improve Client Discovery Meetings with The P.E.R.I.L. Interview - BackNine's Pro Shop, Episode 1
12/5/2024
Matt Gozdecki
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 business. W
MOO pulling their Disability products 1/18/25
11/27/2024
Monte Tarnol
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
How to Implement Guaranteed Lifetime Income Solutions into your Practice with BackNine
11/25/2024
Matt Gozdecki
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
2025 Federal Tax breaks for Long-Term Care Insurance
11/13/2024
Claude Thau
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
How Election Results Impact State LTCi Programs
11/7/2024
Claude Thau
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
Corporate & Executive Benefits with KaiZen
10/31/2024
Kevin Krause
Webinar Recording
What Every Agent Needs to Know About IRC 101(j) and Keyman Insurance
10/31/2024
Paul Pichie
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
OneAmerica/State Life new product & linked-benefit market outside CA
10/22/2024
Claude Thau
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
Long-Term Care Insurance on Quote & Apply webinar
10/3/2024
Claude Thau
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
Webinar: Fee-Based Lifetime Income Solutions for Financial Planners and RIAs
9/26/2024
Matt Gozdecki
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
9/26/2024
Reid Tattersall
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
What is a Life Insurance Brokerage General Agent?
9/21/2024
Reid Tattersall
A life insurance Brokerage General Agent (BGA) is an independent agency or individual working for an insurance company, whose main function is to sell life insurance products to independent life insur
BackNine Top Annuity Solutions - October 2024
9/19/2024
Matt Gozdecki
Accumulation Annuities Income Annuities
Contracting Transfer Policy
9/13/2024
Reid Tattersall
To respect all parties who contribute value by bringing agents onboard to BackNine and servicing them, the following policies are currently in place. Transferring uplines The following is needed to s
Planning Techniques & Education
9/10/2024
Kevin Krause
1. KaiZen & Premium Financing: 2. Annuity Arbitrage: 3. College Tuition Reimbursement: 4. Section 162 Bonus Plans 5. Life Insurance Loan Rescue 6. Pension Rescue 7. Guaranteed Issue for Corps 8
SaaS Onboarding
9/5/2024
Reid Tattersall
For SaaS users, the following carriers require the agent's GA code in order to pass validation. Please email your GA code to support@back9ins.com. Banner Life Pacific Life Savings Bank Life Insuranc
Webinar: Fee-Based Annuities for Financial Planners and RIAs
9/4/2024
Matt Gozdecki
@youtube Imagine getting a fact sheet on a fixed-income fund with the following profile: -0% expense ratio -The fund had never had a down year -The fund had trailing returns of 7.5% over the last 3 y
Simple Way to Present KaiZen Webinar - 8.29.2024
8/30/2024
Kevin Krause
Webinar Video
Applications Must Be Received by September 30th (10-Days Remaining)
8/29/2024
Paul Pichie
Allianz's automatic underwriting risk-class upgrades ends on September 30, 2024. If you believe the insured is a Table A, Table B, or Standard NS; Transition rules for the Underwriting Risk-Class
Email Notification Settings
8/26/2024
Reid Tattersall
You can manage an advisor's email notification settings by viewing an advisor's Settings > Email. Email settings You can enabled/disable the advisor's emails based on the type of resource. For examp
Latest Product Additions to Quote & Apply
8/7/2024
Reid Tattersall
Quote & Apply has added the following products: Life Insurance Company of the Southwest's Total Secure Whole Life Nationwide's VUL Protector II Protective's Strategic Objectives II New VUL's LSW Tot
Webinar: BackNine's Annuity Playbook - Index Annuities
8/7/2024
Matt Gozdecki
@vimeo
Webinar: BackNine's Annuity Playbook - Fixed Annuities and Annuity Reviews
8/7/2024
Matt Gozdecki
@vimeo
Urgent:.. Supreme Court Ruling Impacts Buy-Sell Agreements
7/15/2024
Paul Pichie
From Paul Pichie, Director of Advanced Markets for BackNine Insurance As a seasoned professional in the insurance industry, I have witnessed numerous changes and developments that impact our field. O
Enable Enterprise SAML Single Sign On
5/17/2024
Reid Tattersall
About identity and access management with SAML single sign-on SAML single sign-on (SSO) gives organization owners and enterprise owners using BOSS a way to control and secure access to organization r
Microsoft Teams Shared Channel with External Organizations
5/16/2024
Reid Tattersall
Please email your Microsoft Tenant ID to eng@back9ins.com or your marketing manager if you'd like to setup a shared channel between your organization and BackNine.
BackNine Term Life Insurance Offerings
5/14/2024
Paul Pichie
QUOTE & APPLY TERM CARRIERS Assurity Banner Corebridge John Hancock John Hancock NY Life Insurance Company of the Southwest Lincoln National Life Nationwide Pacific Life – Lynchburg
Carrier Trainings & Product Education Links:
4/12/2024
Kevin Krause
OneAmerica OneAmerica - LTC Training Webinar Series PRUDENTIAL Monthly Webinar Registration Trimester Education Series NIW Weekly KaiZen Webinar SAGICOR Prospecting Tools SYMETRA Webinar Re
Launching Your Custom Quote & Apply Website from BOSS
3/28/2024
Reid Tattersall
Introduction For advisors that embed Quote & Apply on their website, you can now specify the location of where Quote & Apply is embedded so that Launching Quote & Apply from within BOSS opens your emb
*New* To-Do Feature in BOSS
3/15/2024
Reid Tattersall
Keep track of an eApp with To-Dos Streamlining Your Tasks like Never Before With many simultaneous eApps pending, keeping tabs on an eApp is paramount to its success. That's why we're thrilled to unv