Category Archives: Bersonal Posts

Each day we field questions about Whole Life in relation to Indexed Universal Life (IUL) products. These product types are not mutually exclusive — both product can be a valuable contributor to a client’s financial-asset portfolio. UNDERSTANDING THE DIFFERENCES The benefit … Continue reading →

The WordPress.com stats helper monkeys prepared a 2015 annual report for this blog. Here’s an excerpt: A New York City subway train holds 1,200 people. This blog was viewed about 7,100 times in 2015. If it were a NYC subway … Continue reading →

As the end of another year is upon us, I wanted to thank all of our reps, associates and employees for helping ISN have another successful year. We have had an amazing year of growth with production up across the … Continue reading →

On January 1, 2016, most of our annuity carriers will implement a new mortality table, per NAIC requirements. The new table will result in the need for increased reserving for Income Rider benefits, as well as Annuitization benefits associated with all products. Please … Continue reading →

  Today is the anniversary of the tragic events that took place in Sandy Hook. It’s been 3 years and still the violence continues. I am not political but I do believe something needs to be done to curb the … Continue reading →

…believes in annuities! It is hard to argue that there is not a place for annuities in a clients retirement plan. Even though the Ken Fisher’s of the world want to argue against annuities. It is never so black and white- … Continue reading →

Dean Potter is the original mastermind behind the Reversionary Annuity Product. Recently he sent me a case study outlining the largest case sold to date for this product. Take a look and tell me what you think. CASE STUDY: The … Continue reading →

Today I received two emails from Genworth. The first was letting me know that November is Long Term Care Awareness Month. They included tools we can use to promote the idea and discussion topics to help our clients better understand … Continue reading →

At a recent workshop to improve my writing skills I came across a guru who gave me some sage advise. “Like it or not, people judge you by how you write. Strong writing skills will help you get noticed, earn … Continue reading →

The House of Representatives passed the Retail Investor Protection Act Tuesday night, widely seen as an alternative to the fiduciary-only rule being pushed by the Obama administration. A bill proposed by Rep. Ann Wagner, R-Mo., passed 245-186 and would prohibit … Continue reading →