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Evaluating Whole Life Products in Uncertain Times

September 1, 2022

When 2022 began, the industry was in the process of adjusting to the changes made to IRC Section 7702 Regulations. As new policies began to emerge, another element of concern began brewing — an unsettling economic environment.

Five Reasons Why Gradient Is the Swiss Army Knife for Life Insurance and More

September 1, 2022

Today, financial professionals offer more to their clients than ever before. The business is less about products and more about relationships and referrals.

The Outsourced Insurance Desk: A tool for achieving better client outcomes

August 1, 2022

Jeff Waddington believes outsourced insurance desks (OIDs) are exactly what full-service advisors need to ensure their clients are protected for life. While OIDs have been around for years, they are now becoming more important as distribution firms evolve to serve the needs of today’s advisors.

It’s Time to Make an IMPACT In Your Business and in the Lives of Your Clients

June 25, 2022

It’s about time you put the NWL Impact 10® to work with its hard-working 7% first-year premium bonus* designed to grow income.

Gradient Is An IMO For Today’s Advisor

June 1, 2022

Advisors today face more demands than ever. You must keep up with an ever-expanding array of products while serving a greater variety of clients. You must maintain an efficient back office, adhere to compliance regulations and stay on top of today’s marketing and prospecting trends.

An Industry-Leading Platform To Transform Your Practice

June 1, 2022

Back in 2006, Dean Zayed identified an opportunity in the financial advisory industry, which was fragmented, principally between insurance-based professionals who worked largely on commissions and securities-based professionals who primarily charged fees. “I had a vision of converging these disciplines under a platform that provided coordinated, holistic support to transcend all types of financial advisory practices,” Zayed recalls.

Build Retirement Confidence with Annuity Awareness

May 25, 2022

Time and money are two of your clients’ top assets. Don’t let lack of fixed index annuity awareness cost them valuable time and money in retirement.

What in the world is WORKING CAPITAL?

May 25, 2022

What do the fastest-growing and most successful companies like Tesla, Apple, and Amazon have in common? They all find afford-able ways to fund their working capital in order to grow rapidly.

Signal Advisors Takes a Big Swing

February 28, 2022

The only technology-enabled IMO, Signal Advisors is now the fastest-growing IMO, too. “It’s becoming the operating system for my insurance business,” says Bob Smith, founder of RCS Wealth. “Having everything in one place has been a game-changer. My firm is way more efficient and the platform is simple to use.”

Signal Advisors is bringing technology and community together to reinvent the IMO

February 1, 2022

As a life insurance producer for more than 30 years, Chuck Scrafano was accustomed to getting invited to all sorts of unique events. But, something about a gift box invitation he received in June of 2021 caught his eye. It was an invite from Signal Advisors to attend the Rocket Mortgage Classic PGA Tournament.

Help Your Clients Protect Their Social Security Benefits

February 1, 2022

David Duley, Founder and CEO of PlanGap, knows firsthand the feelings of frustration and helplessness that result when broken promises destabilize a family’s financial well-being.

Protective Life Corporation is on a Mission to Protect More People

January 1, 2022

In September 2021, Protective Life Corporation (Protective) began showcasing its new visual identity and updated voice, forging a stronger connection to its purpose and audiences. This new brand recognizes “the protector in all of us” and exemplifies the company’s 114-year commitment to putting people first, delivering on promises and striving to do more for its customers, employees, business partners and communities.

Volunteering: It’s Good — and Healthy — For Agents, Their Clients, and Their Businesses

December 20, 2021

Since its founding, the Foresters fraternal mission has been steadfast and is as relevant today as it was nearly 150 years ago. That mission is: Helping those who help others.

October 25, 2021

Guiding Agents to Success, Simplicity is Focusing on Education, Value, and Partnership

Nathan leads the life insurance division of Simplicity Group, working with all the Group’s Partners who specialize in life insurance. In this Q&A, Nathan explains why he is excited about the future of our industry and how Simplicity’s core principles help create an exciting path for advisor success.

Foresters Financial redefines the future of life insurance.

October 14, 2021

Foresters Financial™, the purpose driven fraternal life insurer, is enjoying record sales as it pursues its mission to enhance the well-being of its insureds (members) and their communities. On the back of several new member benefit launches over the past 18 months, Foresters just announced a holistic wellness app called Foresters Go™, available to all members.

Clarity in Communicating the Fixed Annuity Value Proposition

October 1, 2021

According to data from the Secure Retirement Institute, strong equity market gains and lower volatility — as well as rising interest rates — are all contributing factors to annuity sales reaching $129 billion year to date, a 29% increase over 2020.

“We’re not in Kansas anymore!”

September 20, 2021

In the heart of the Motor City — a town not known as a hotbed for insurance innovation — a young company called Signal Advisors is hard at work. Patrick Kelly, 31, now the co-founder and CEO of Signal Advisors, started his career as a financial advisor. In just a few short years, Signal Advisors has managed to raise tens of millions of dollars from some of the nation’s most successful entrepreneurs and investors. So what is the secret to Signal’s success?

The Big Shift

August 23, 2021

Big changes are underway in the industry. And they could soon elevate your production and your clients’ satisfaction. As you read this, paper apps, products taking months to issue, invasive underwriting and legacy systems are on their way out the door.

Introducing John Hancock’s All-New Protection VUL

August 18, 2021

As more life insurance customers seek a carefully balanced blend of security and opportunity, John Hancock is now offering its
all-new Protection VUL, (a variable universal life insurance product).

How Allianz Can Help You Rise Above The Competition

August 12, 2021

Allianz Life Insurance Company of North America (Allianz) is helping producers position themselves as highly-experienced and knowledgeable in various industries. David R. Foster, JD, AEP, CLU, ChFC, CAP, FLMI, Advanced Markets attorney and Senior Director of Advanced Markets at Allianz, explains how.

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