Life Insurance Over 40

As a 20-year-old, your client may have been a bit selfish. They spent money frivolously and without much thought. Whether they treated fast food as its own tier on the food pyramid or spent countless weekends driving hours to see friends, money was tight but there was little care. Then they turned 3...
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New Year's Resolutions & Life Insurance

It's a safe bet that many of your clients' New Year's Resolutions involve money. Help them see how life insurance lets them keep those resolutions.
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The Benefits of Asset Maximization

You’ve explained the concept of maximizing assets to your client: take an unused asset, purchase an immediate annuity with it, then turn around and utilize the monthly annuity payments for the annual premiums on a life insurance policy. But maybe before you describe the “how,” it’s best to highlig...
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Who is Asset Maximization For?

Asset Maximization is a great tool to increase the value of your client’s estate without seeing it taxed. But it’s not for everyone. Here, we’ll take a look at what the ideal candidate looks like and discuss how to approach clients and prospects about asset maximization. The ideal candidate for ass...
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How to Help Clients Maximize Assets

Not only does your client want to ensure they have enough funds to survive comfortably for the remainder of their living years, but they also want to leave a legacy to their children. It’s becoming increasingly more difficult to transfer wealth to surviving family members. Humans live longer. Long-t...
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Asset Maximization

As times change, Social Security lessens and people continue to live longer, your clients strive to find new ways to maximize their funds. Some are able to simply save enough in retirement and live happily ever after. They own enough assets that they’re able to live well above their means. These in...
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LIAM & Leukemia, Lymphoma Awareness Month

The month of September is Life Insurance Awareness Month for the insurance industry. The aim is to spread awareness about the magnitude and value of life insurance. However, tens of millions of Americans still put off getting life insurance coverage until it’s too late. While it may be “LIAM” for ...
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Life Insurance as an Asset Class

If you haven't talked to your clients about life insurance as an asset class, now's the time. They get stability, liquidity, and income-tax-free cash during retirement.
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LIAM: The Who, What, Why, How & More

Life Insurance Awareness Month, or LIAM, is your chance to join a movement started by Life Happens and embraced by agents, brokers, carriers, and more.
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September 2013 is Life Insurance Awareness Month

When the calendar turns to September, it can only mean one thing: It’s Life Insurance Awareness Month.
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