Category Archives: Bersonal Posts

Advisors will have to consider what licenses they hold and what licenses they may want to get under the DOL fiduciary rule. Source: The $65 Million Question: What License is Needed to Sell under DOL Rule?

Nationwide announces reprice for GUL products Due to the persistently low interest rate environment, several carriers have recently announced recent price increases, and Nationwide just announced a forthcoming price increase for their GUL product as well.  The product impacted by … Continue reading →

A gem of a guest article- supplied by American National- author unknown. What is the best way to make a point or get a message across to a reader? Well, using a past experience to tell a story and use … Continue reading →

AIG is making availalble to our producers- Signatures for September is Life Insurance Month- Feel free to add these to your emails to make your clients aware of Life Insurance Month Outlook Users Gmail Users In the Outlook ribbon, choose … Continue reading →

It amazes me how many years go by before the average client gets an annual review.  Sometimes, it’s many years, and that’s not good for anyone. Policy Analysis and Review (PAR) is perhaps the #1 tool that top advisors use … Continue reading →

Video: A Win-Win Solution for Business Owners An executive bonus arrangement using life insurance can provide a win-win solution for your business owner clients and their key employees. Under the arrangement employers offer a benefit that can improve employee morale … Continue reading →

As a member and shareholder of Insurance Designers of America, I have the privilege of working with and networking with some of the best minds in the business. Ron Sussman is one of  my partners in IDA. He has his … Continue reading →

When I posted this 6 months ago I heard from so many reps in a positive way. Some challenged me to a tennis game, some decided to take up swimming- but many just liked the ideas about how to create better … Continue reading →

The best reps learn how to relate to people in diverse settings. From boardrooms to the kitchen table, they engage others well and listen attentively, I polled some of our best communicators looking for tips on ways to improve and … Continue reading →

  Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each candidate’s tax proposals based on information released by their campaigns. Keep in mind that … Continue reading →