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How To Multiply Your Sales Using Just The Basics

How To Multiply Your Sales Using Just The Basics

How much does an insurance company think that your client is worth?  Many times, it is much more than how much your client actually does, and we have their underwriting guidelines to prove it! ...

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Best Rates Are Possible For History Of Gastric Ulcers

Best Rates Are Possible For History Of Gastric Ulcers

One of our A+ carriers offers competitive underwriting for this condition. ...

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How To Breakthrough The Couple Rejection Objection

How To Breakthrough The Couple Rejection Objection

Once you’ve overcome the objections, we will help you make certain your clients have the right LTCi plan in place to meet their needs. ...

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LLC Family Values – No Longer Discounted?

LLC Family Values – No Longer Discounted?

If those on the House of Ways and Means Committee proposing the Build Back Better Act have their way the discounting bonus available through use of Family LLC could be dramatically reduced. ...

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Lifetime Transfer Tax Exemptions – Suddenly, A Glass Half-Empty?

Lifetime Transfer Tax Exemptions – Suddenly, A Glass Half-Empty?

On September 13, the House Ways and Means Committee gave us the first glimpse of what the future may hold when it released its proposal for the Build Back Better Act, some 600-plus pages affecting everything from soup to nuts.  ...

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5.82% Investment Return “Equivalent” Guaranteed

5.82% Investment Return “Equivalent” Guaranteed

There are income protection plans available with return of premium options that pay back the premium to your clients (income tax free). ...

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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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Client’s Family History Have You Down? We Have a Solution!

Client’s Family History Have You Down? We Have a Solution!

Our Underwriting Team is here to help with all your impaired risk cases. ...

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Policy Conversions & Ownership Transfers: All Things In Good Order

Policy Conversions & Ownership Transfers: All Things In Good Order

The order of things is essential.  The correct order is critical.  Fortunately the order and timing of insurance conversions and ownership transfers is less complicated. ...

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Non-Reportable, Tax-Free Income During Retirement By Using Index UL

Non-Reportable, Tax-Free Income During Retirement By Using Index UL

There aren’t many investment vehicles available that offer the tax advantages of properly structured, permanent life insurance. ...

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