How to Use Life Insurance Instead of a Stretch IRA
Your clients need solutions that do double-duty. Here's how to help your clients use life insurance instead of a stretch IRA for wealth transfer.
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Go Remote: How to Market Online
It's more important than ever to serve customers and grow your business without meeting face-to-face. Here are our best posts on how to market online.
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Van Mueller's Monthly Newsletter: April 2020
In this issue, Van explains why we're only beginning to see economic fallout from COVID-19...and why it's still the best time ever to sell life insurance.
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What You Need to Know about the CARES Act
What does the CARES Act mean for you as a producer...and for your clients? We're sharing this excellent summary from NAIFA to help figure it all out.
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April 2020 Carrier Updates
Get our April 2020 carrier updates - one source for all the latest updates: products, underwriting, COVID-19, and more.
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April 2020 Sales Kit: Tax Strategies
Our April 2020 sales kit is all about helping clients reduce their tax liability - and use those savings to protect their income with life insurance.
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Go Remote: Non-Med Carrier Options
Now's the time for non-med carrier options! We'll keep a running list here for you to refer to. Need help matching a client with a carrier? We can help.
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4 Easy Ways to Help Clients Give Beneficiaries Policy Info
Beneficiaries don't benefit unless they make a claim - and you can help. Here are 4 ways to help your clients give beneficiaries policy info.
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Go Remote: How to Take Your Agency Online
The world is a strange place right now! Instead of worrying or waiting, here's how to take your agency online right now so you can keep serving clients.
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Van Mueller's Monthly Newsletter: March 2020
In this issue, Van recaps the highlights of 4 past newsletters, then gives us “10 Reasons Why This Is The Greatest Time Ever To Be In Our Business.”
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