What to know about market‑linked life insurance strategies
Not all indexes are created equal, and not all of them are easy to understand.
Reviewing a client’s options when their term life expires.
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Using cash value life insurance as a buffer asset in retirement
The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
Key person life insurance keeps small businesses afloat
Key person life insurance is an essential, underused safeguard for small business continuity.
Life insurance can shield your estate
State estate tax bills can threaten the inheritance of a home, family business or other assets.
How life insurance closes the financial confidence gap
Life insurance builds security amid consumers’ financial concerns.
Surprise your clients – with life insurance!
Clients and prospects may not know how powerful life insurance products can be.
How life insurance funds executive benefit plans
The executive benefits marketplace is a $42 billion market and one of the fastest-growing segments in the industry.
Buy-sell agreements and life insurance
Life insurance can secure business transitions and build future confidence.
The role of life insurance in disaster preparedness
Life insurance can provide comfort and financial stability after an unpredictable event.
Overcoming ‘I need to think about it’
The four most common objections to buying life insurance
How partnering with a CPA firm boosted my life insurance practice
Matching the right advisor to the right accounting firm can be challenging, but worth it.
Key person insurance: A vital tool for startups
Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.
What I wish I knew when I started out in life insurance
A recently retired agent looks back on lessons learned and what newer agents can learn from them.
The role of life insurance in estate planning and wealth transfer
Life insurance offers flexibility in estate planning that few other financial instruments can match.
Crisis to creativity: Evolving to meet needs of millennials and Gen Z
Life insurance must shake off its reputation as death insurance.
The role of life insurance in estate and gift tax exemptions
How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.
Life insurance must zoom at the speed of Gen Z
Generation Z has the greatest coverage gap. How can advisors help bridge this disconnect?
Building sustainable wealth for high net worth clients
Help high net worth clients use life insurance for tax mitigation.
When your client wants to borrow from their life insurance
There are benefits and drawbacks to borrowing from a cash value policy.
