Indexed Universal Life Basics

In today’s complex world of insurance, annuity, and investment products, three terms are thrown about without much explanation: Fixed, Variable, and Indexed.
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Life Insurance Over 60

To help clients get life insurance over 60, it's best to look to a mix of life insurance and annuities to help them meet their financial goals.
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Life Insurance Over 50

Got a client who needs life insurance over 50? Key in on the flexibility and tax benefits that cash value permanent life insurance policies provide.
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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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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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