Category Archives: Bersonal Posts

Yesterday I had lunch with one of our top reps who is still doing seminars. While the seminars are still costing him more than he likes, the success of his programs cannot be denied. He has some great ideas on … Continue reading →

What We Learned and What YOU Need to Know! On Tuesday, July 21st, the day comments were due, AAP met with the Directors and staff of the Office of Regulations and Interpretations (in charge of the Conflict of Interest Contract) … Continue reading →

“Throw Back Thursday” is a tradition of sorts for all of you who Facebook, tweet and Instagram. For my blog- it is an opportunity to republish some great articles from the early days of our blog- when the only followers were my mom … Continue reading →

“Do you feel that you pay too much in taxes?” Most of our reps address the issue of taxes with their clients. If you aren’t then we need to talk. We have some excellent programs and training to teach you … Continue reading →

WHAT IS IT?  The NAIC has established new guidelines for indexed universal life insurance (IUL) carriers related to: The way each carrier determines their “Max Illustrated Rate” for IUL illustrations. The way each carrier sets their illustrated loan interest spread for … Continue reading →

To Whom it May Concern: This is to certify that on this date, July 20th, 2015, I was presented the idea and concept of how Long Term Care issues might affect me in the future. I was made fully aware of the … Continue reading →

  I got this email this morning- please down load the report and take the appropriate action.  Dear Blog Reader, The Department of Labor’s “Conflict of Interest” Rule will be devastating to consumers who seek the protection, security, and reliability … Continue reading →

That is right. Four words. Experts say that just four words can change your practice and help you gain the trust and confidence of your clients. Those four words… “What do you think?” By asking one question – “what do … Continue reading →

The world is always changing and the insurance world is no different from the rest of the world.  I can remember when I sent my first email and I must admit I had no sense that someday it would replace the regular US … Continue reading →

If you are in the Long Term Care business then you know how tough the market place is right now. Carriers are pulling out- rates are increasing and clients are turning more and more to the hybrid life policies as a … Continue reading →