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How To Breakthrough The Couple Rejection Objection

How To Breakthrough The Couple Rejection Objection

In most cases, the spouse who received the green light may no longer want a policy with a carrier who rejected coverage for their significant other.  And even worse, they may decide that they no longer need coverage at all. ...

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Have You Heard About The M.U.G. Plan?

Have You Heard About The M.U.G. Plan?

This simple approach will help open doors to new opportunities and possibly allow you to up-sell to clients who need more coverage. ...

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3 Ways Terrible Triads Ruin Tax-Free Death Benefits

3 Ways Terrible Triads Ruin Tax-Free Death Benefits

Every policy needs an insured, an owner and a beneficiary.  But if the three roles are filled by three separate parties, tax implications come into play. ...

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Special Needs Planning

Special Needs Planning

When a Special Needs Trust is properly funded with a Life Insurance policy you are providing a great supplement to their existing government benefits and creating comprehensive solutions for a special situation. ...

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5 Steps To Building Your LTCi Business Plan

5 Steps To Building Your LTCi Business Plan

With so many days ahead of you, it’s easy to get sidetracked and let a few months of inactivity slip and sabotage your success.  It’s time to take a more disciplined approach. ...

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Taxes And Trust-Owned Life Insurance: How To Provide Flexibility

Taxes And Trust-Owned Life Insurance: How To Provide Flexibility

What happens if the insurance is later needed for other purposes outside the trust and back inside the taxable estate? ...

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Business Continuation Planning

Business Continuation Planning

71% of small business owners surveyed said they have thought about who would run their business in their absence, but only 35% of all surveyed had a business continuation plan. ...

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Using Existing Exam Requirements

Using Existing Exam Requirements

Whatever the scenario, it’s always good to hear that it’s not too late to use the same exam! ...

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4 Ways To Become The LTC Expert In Your Community

4 Ways To Become The LTC Expert In Your Community

In a market of one-stop shopping, becoming the local LTC resource can help you stand out in the crowd. ...

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Are You Interested In A Guaranteed 5.82% Return On Investment?

Are You Interested In A Guaranteed 5.82% Return On Investment?

Income Protection Plans are available with a 100% return of premiums paid.  Meaning, that if your clients didn’t use it, they wouldn’t lose it. ...

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