Planning Tools Archives - Page 2 of 4 - Creative Edge

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More

I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More

Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… Read More

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… Read More

To provide advisors with the ability to access on-the-go case updates and carrier contracts in real time, CreativeOne set out to create an efficient and easy-to-use app, and over the past few months has been releasing the app to its advisors. To better understand the backstory of the app and learn about it from inception… Read More

Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More

Minnesota Life Presents: Life Insurance as an Investment Tool BGA and BGA Staff Webinar Thursday, June 30, 2016 1:00 PM CST Join TMA and Steve Sommer, Sales Manager, IDG of Minnesota Life for a presentation on “Life Insurance as an Investment Tool.” Learn how you can use life insurance to help your clients fill their retirement income… Read More

Don’t miss an exciting opportunity to learn about Lafayette Life’s new Whole Life riders! Join Lafayette Life for an in-depth webinar about these important enhancements to our Whole Life portfolio: June 7 webinar June 9 webinar The Lafayette Life Insurance Company introduced a new Accelerated Death Benefit PLUS rider that will be automatically included subject… Read More

The “value proposition” of Guaranteed Universal Life contracts continues to improve with the addition of a “best in class” liquidity rider to Mutual of Omaha’s GULS contract. It is available for sale effective today, June 1st, and brings with it the ability to execute on the “policy split” strategy that many of us are already… Read More

BGA Insurance presents OneAmerica Series of Webinars Focus of this Webinar = Using Qualified Funds for LTC Plan Continuous Pay - Premiums GUARANTEED NEVER to Increase. Optional unlimited LTC benefits rider. Husband and wife can be on claim at same time and each receive full benefit. Example - If benefit = $5,000/month, they could receive… Read More