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The Future Envisioned: Making It Happen

The Future Envisioned: Making It Happen

As an advisor, it’s important to not only help your clients plan for the future they desire, but to also help protect it. And the best place to start is by protecting their income. ...

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Super-Roth-Likeness: Does it Walk Like a Duck?

Super-Roth-Likeness: Does it Walk Like a Duck?

Consider a Roth IRA, best described as “a reverse traditional IRA.” Contributions are after-tax and distributions are tax-free.  ...

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Generate Sales – And Save Your Clients Money While Doing It

Generate Sales – And Save Your Clients Money While Doing It

There is a way to keep clients covered, while at the same time saving them some premium dollars – and generating some commission dollars for you. ...

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LTC Benefits – Won’t Lose It If You Don’t Use It

LTC Benefits – Won’t Lose It If You Don’t Use It

Asset Based Long-Term Care (LTC) with Guaranteed Premiums paid for life is here. ...

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Income Protection Helps Shine Light On The Importance Of Disability Income

Income Protection Helps Shine Light On The Importance Of Disability Income

For some people, “income protection” is a phrase that strongly resonates with their everyday lives. ...

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Executive Bonus – Enhanced To Show Quality

Executive Bonus – Enhanced To Show Quality

A properly accoutered insurance-funded benefit plan will not only sell more easily, it will remain an ongoing thing of attractiveness and substance to those it protects. ...

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A Healthy Lifestyle Will Give You Wellness Credits!

A Healthy Lifestyle Will Give You Wellness Credits!

One of our top rated carriers gives clients who maintain a healthy lifestyle the potential to be upgraded to a better underwriting offer and price. ...

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How LTC Insurance Can Lower Your Clients’ Tax Bill

How LTC Insurance Can Lower Your Clients’ Tax Bill

Everyone is looking for ways to save, which is why now is a good time to talk to prospective clients about the tax advantages of purchasing LTCi. ...

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Income Protection For Business Owners And Their Employees

Income Protection For Business Owners And Their Employees

Big or small, incorporating an affordable Individual Disability Income plan into a company’s overall benefit package can be an absolute game changer! ...

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Unlock More Key-Person Coverage

Unlock More Key-Person Coverage

Knowing all the facts can certainly change the response to circumstances. And so it is when talking to a business owner about how much company-owned coverage he or she can get on an important executive. ...

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