Turn the ERC Into Life and Annuity Commissions
The Employee Retention Credit creates a great opportunity for agents to help their clients funnel tax credit money back into annuities and life insurance.
Life Insurance
3 Ways to Help Your Clients Assess Their Options in a Challenging Economy
There are opportunities for agents to bring solutions to the vast numbers of Americans who are worried about saving for retirement, rising living costs and managing debt.
Providing Long-Term Financial Security as Short-Term Worries Ease
With many Americans anticipating financial insecurity related to the loss of a loved one, life insurance is one way to ease those concerns.
3 Options for Borrowing Against a Whole Life Insurance Policy
When clients need advice on borrowing against a whole life policy, your expertise will be critical in guiding them to the right solution.
3 Tips for Young Agents to Find Success in Life Insurance
There are no shortcuts to any place worth going. But there are strategic roads to take. Here are three tips to find success in life insurance.
Understand Different Generations to Close the Life Insurance Gap
Recognize the varying needs of different generations of consumers to take a tailored approach.
Life Settlements: Should Your Client Use a Broker or a Provider?
These transactions can be confusing and complex—help your client find the right professional.
3 Factors Buyers Look at in a Life Settlement
For seniors with changing financial needs, a life settlement is often less intrusive than selling a home or taking a large draw from a retirement account.
Life Settlement Options and E&O Coverage
Is there errors & omission coverage for recommending a life settlement option? The answer is “yes” and “no.”
4 Reasons to Expand Your Personal Lines Book with Life Insurance
With today’s technology enhancements, writing life insurance can help drive additional revenue from your current book of clients or create new opportunities altogether.
