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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...

Unlocking Life Coverage: 5-Steps for Health Issues

Unlocking Life Coverage: 5-Steps for Health Issues

by Peter Zinnen | Feb 23, 2023 | Life Insurance

Life insurance is a crucial part of financial planning for many families. However, for individuals...

Maximize Client Protection

Maximize Client Protection

by Peter Zinnen | Feb 2, 2023 | Life Insurance, Property and Casualty Insurance

Property and casualty insurance agencies play an important role in protecting people and...

Life Insurance Fraud?

Life Insurance Fraud?

by Brian | Jan 20, 2023 | Uncategorized

Life insurance fraud is a criminal act in which an individual or group of individuals...

Key Man Life Insurance:  An Important Business Protection Tool

Key Man Life Insurance:  An Important Business Protection Tool

by Brian | Oct 28, 2022 | Uncategorized

Key man Company life insurance is a life insurance policy that a company purchases on the life of...

Things to Look for When Doing Policy Reviews

Things to Look for When Doing Policy Reviews

by Patrick Swayne | Oct 14, 2022 | Uncategorized

You recognize the importance of knowing what your clients are passionate about in their lives. It...

LifeLinc – Leveraging qualified plan for Wealth Transfer

LifeLinc – Leveraging qualified plan for Wealth Transfer

by Patrick Swayne | Sep 30, 2022 | Life Insurance, Uncategorized

Do you have any clients with the bulk of their wealth in qualified plans such as 401(k), 403(b),...

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...

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Recent Posts

  • Unlocking Life Coverage: 5-Steps for Health Issues
  • Maximize Client Protection
  • Life Insurance Fraud?
  • Key Man Life Insurance:  An Important Business Protection Tool
  • Things to Look for When Doing Policy Reviews
  • LifeLinc – Leveraging qualified plan for Wealth Transfer
  • 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

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