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What the same-sex marriage ruling means for insurance agents

by jlbworks | Sep 21, 2015 | Life Insurance, Retirement, Social Security

The Supreme Court ruling legalizing marriage in all states for same-sex couples is a landmark decision in the equal rights arena. However, the ruling also has important financial and tax implications — implications that same-sex clients now need to be advised upon in...
How to use term life insurance as a prospecting tool

How to use term life insurance as a prospecting tool

by jlbworks | Sep 7, 2015 | Life Insurance

Where will you be when money is on the move? Will you be positioned properly with a significant number of clients when they experience a life-changing event? Are you staying in touch so that you are their go-to person when those life-changing events take place as they...
6 ways to use life insurance strategies for the affluent market

6 ways to use life insurance strategies for the affluent market

by jlbworks | Aug 24, 2015 | Life Insurance, Retirement

Life insurance truly is a multipurpose solution. Savvy financial professionals are leveraging the power of innovative life insurance strategies to counteract some key tax planning and estate transfer needs for affluent and super-affluent consumers alike. Definitions...
Universal Life: Take Care Of 3 Problems With 1 Product

Universal Life: Take Care Of 3 Problems With 1 Product

by jlbworks | Jul 27, 2015 | Life Insurance

By James A. Mallon October 31, 2014 — As 2015 approaches, I’m struck by the persistency of three glaring needs and the resounding calls to action they pose for producers. The new year will usher in new opportunities to help Americans with: • Providing death benefit...

Recent News

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  • What Americans don’t know about Social Security
  • What the same-sex marriage ruling means for insurance agents
  • How to use term life insurance as a prospecting tool
  • 6 ways to use life insurance strategies for the affluent market

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