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! ...

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

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. ...

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. ...

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.  ...

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

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. ...

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

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. ...

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