The full implementation of the Pension Protection Act of 2006 means that financial and insurance professionals of all stripes are now playing in each other’s sandbox. Either they will become fluent in how all of the various planning tools fit consumer’s needs or they will begin to lose sales, get sued by disgruntled clients and heirs or both. Which category do you want to find yourself in?
No insurance carrier and brokerage general agency are better positioned to help you capitalize on these new opportunities.
There is no taking a vacation from history.
At the risk of fanning the flames of your sales efforts, I want to mention two trends that ought to [...]
It is hard sometimes not to be transfixed by the goings on in Washington, DC andSacramento. Regardless of your political perspectives I think it [...]
I know that my Blog went quiet as the holidays approached. I felt that with our big fall push, the [...]
Welcome back from what we hope has been a great summer vacation for you and your family. As you might have [...]
Call me an unreconstructed long-term care insurance guy but for the life of me I?ve never really seen the market [...]
What and when is Boomsday’ It happened yesterday. You may have missed it while sipping on your double espresso latte. The first [...]
Here is some startling news; long-term care insurance underwriting has just gotten a whole lot easier. This may not be [...]