Help Clients/Grow Revenue
LIFE INSURANCE
Why Choose Us For Life Settlements?
By Lisa Rehburg
It is a privilege to work with advisors and their clients across the country. Every once in awhile, someone will ask: “Why should I do business with you, versus a buyer directly?”. This is a question that I am delighted to answer. Here are the reasons to choose us for life settlements:
1) First and foremost, we are life settlements brokers, and we have a fiduciary duty to clients to market their policy to obtain the highest amount of money for it that we can. Buyers (called Providers in our market) do not.
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COMMISSION PROTECTION
How To Be a Successor Buyer of Commissions
By Phil Calhoun & David Ethington
The health insurance industry is undergoing a significant transformation as Baby Boomer brokers approach retirement age, creating an unprecedented opportunity for succession planning and business growth. In a recent webinar, Phil Calhoun and David Ethington delved into their proven “Preferred Buyer and Successor” program, designed to help brokers protect, grow, and eventually sell their health insurance commissions. This article synthesizes the key points, strategies, and real-life stories shared during the session, offering a comprehensive guide for brokers seeking to secure their legacy and expand their business.
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BUDDY INSURANCE
Annuity Hybrid with LTCi Extension
By Marc Glickman
As financial professionals, navigating the dynamic world of long-term care solutions has never been more critical, especially for an aging clientele keen on maximizing their assets. What product might be advantageous for Medicare clients who have assets that could be repositioned and who need coverage options to address long term care needs not covered by standard Medicare plans?
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ICYMI (In Case You Missed It)
July’s Special Medicare Issue
Your Guide to Everything Medicare
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