Are your clients protected? Chances are, they’re not. Join LTC expert Bruce Dawkins, CLU for a webinar on Wednesday, December 2 at 10 a.m. ET to learn more. “LTC Planning – The Essential Guide” will cover topics such as: Risk to Clients Why Customers Buy LTC Ideal Prospects The 5-Minute Sale Questions? Contact Bruce@agent-link.net
Join AgentLink on Thursday, November 12 at 10:00 a.m. ET for a webinar: “PruLife Founders Plus UL” Learn more about this viable Guaranteed UL (GUL) alternative. Topics to be covered include: Overview of PruLife Founders Plus UL Target Markets Client Strategies Action Plan for Success RSVP today by emailing Rob@agent-link.net!
Join AgentLink on Thursday, October 29 at 10:00 a.m. ET for a webinar: “The Prudential Approach to Underwriting.” Learn more about how Prudential makes your life easier with a focus on winning in the marketplace through sharp, competitive underwriting. Topics to be covered include The Prudential “No Problem Approach” Competitiveness Prudential Preferred Underwriting & Quick … Read more
Originally posted to LifeHealthPro | APR 09, 2015 | BY WARREN S. HERSCH With tax season now in full swing, one question on the minds of advisors is how American workers due a tax refund this year intend use the money. The good news: more than half of them plan to save or invest it. So reports Principal Financial Group … Read more
Originally posted to LifeHealthPro | MAR 04, 2015 | BY JAMES J. GREEN The annual letter from Warren Buffett to Berkshire Hathaway’s shareholders is a cultural touchstone. In the 2015 letter released Saturday, Buffett and his longtime partner, Charlie Munger, review not just the 2014 financials of the Berkshire “conglomerate,” but look back over the last 50 years. In his avuncular style, … Read more
Originally posted on LifeHealthPro | MAR 04, 2015 | BY HERBERT K. DAROFF A key reason why we don’t sell as much life insurance as we should is that we continue to confuse our clients. A generation ago, clients had no residual value from their retirement plans. Life insurance was needed to provide a financial legacy. Today, the … Read more
Originally Posted to LifeHealthProFEB 18, 2015 | BY ED SLOTT Advisors beware! IRAs will be lost this year to new restrictive IRA rollover rules. Make sure you know them and are on the lookout for potential retirement disasters. The last thing an advisor needs is to have to tell a client that the attempted IRA rollover has turned … Read more
Originally posted to LifeHealthProFEB 10, 2015 | BY GIL WEINREICH Attention advisors: A mostly unheralded change in actuarial tables suggests the need to plan for longer retirements for your clients and could also make a delay in claiming benefits advantageous for some clients. That is the upshot of a recent client communication from ERISA attorney Marcia Wagner … Read more
Original posted to LifeHealthPro FEB 06, 2015 | BY LYNETTE GIL With the jobs report released and the positive numbers indicating that interest rates might be increasing in the coming months, how will this affect women who are going to retire in the near and longer in the future? There is still a retirement and wage … Read more
How badly do providers want IRA rollover business? So badly that at least one is willing to pay for it. Ally Bank, the banking subsidiary of Ally Financial, announced it will pay $100 to $500 to consumers who rollover outside funds to one of their IRA products. From the first of the New Year through the … Read more
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