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2nd to Die SUL

2nd to Die SUL

by Patrick Swayne | Feb 17, 2022 | Uncategorized

An interesting solution using Hancock’s 2nd to Die SUL.  This is one of the few products we have...

Diabetes, a special program

Diabetes, a special program

by Patrick Swayne | Feb 3, 2022 | Uncategorized

How many times do we encounter clients with small health issues, who want some form of life...

RMD rules and ideas for using RMD’s

RMD rules and ideas for using RMD’s

by Patrick Swayne | Aug 13, 2021 | Uncategorized

Clients need to start taking RMD’s by April 1st of the year after they reach age 72.  This is the...

Life Insurance can Help Your Retirement Planning

Life Insurance can Help Your Retirement Planning

by Peter Zinnen | Apr 23, 2021 | Life Insurance

Buying the right life insurance coverage with your future retirement in mind can make it easier...

The Importance of Term Conversions & Tips

The Importance of Term Conversions & Tips

by Patrick Swayne | Apr 1, 2021 | Uncategorized

A term conversion is a contractual obligation a client has, to convert his or her term policy to...

Why Convert Term Life to Permanent Insurance?

Why Convert Term Life to Permanent Insurance?

by Brian | Feb 26, 2021 | Life Insurance

With everyone’s health on the radar a little more due to Covid, it is important to truly think...

How to buy life insurance as a couple

How to buy life insurance as a couple

by Brian | Feb 19, 2021 | Life Insurance

An important part of building a life with your significant other is creating a good financial...

“Life” without Contact

“Life” without Contact

by Peter Zinnen | Mar 26, 2020 | Uncategorized

It has been a tough couple of weeks learning this new normal, but we are pushing through and we...

SECURE ACT – Eliminating the Stretch IRA and Solutions Using Permanent Insurance

SECURE ACT – Eliminating the Stretch IRA and Solutions Using Permanent Insurance

by Patrick Swayne | Feb 19, 2020 | Uncategorized

With the SECURE Act passed by Congress, there is a huge opportunity to talk to you clients about...

Life Insurance through work…a potentially false sense of security

Life Insurance through work…a potentially false sense of security

by Peter Zinnen | Nov 25, 2019 | Life Insurance

In the 2018 LIMRA Life insurance Barometer study, 60% of Americans own a life insurance...

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Recent Posts

  • 2nd to Die SUL
  • Diabetes, a special program
  • RMD rules and ideas for using RMD’s
  • Life Insurance can Help Your Retirement Planning
  • The Importance of Term Conversions & Tips
  • Why Convert Term Life to Permanent Insurance?
  • How to buy life insurance as a couple
  • “Life” without Contact
  • SECURE ACT – Eliminating the Stretch IRA and Solutions Using Permanent Insurance
  • Life Insurance through work…a potentially false sense of security
  • Why you should have a Contingent Beneficiary
  • Life Insurance pricing
  • What is AML and what do I have to do?
  • Application Options – the truth about Drop Tickets
  • What ID-Protection Services Really Do
  • Why Use Life Insurance to Supplement a Client’s Retirement?
  • When to write outside of Northwestern?
  • Should I offer my P&C clients Life Insurance?
  • What is a BGA (Brokerage General Agency)?
  • Life Insurance Application

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