Qualified Plans Archives - Creative Edge

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

Did you know you can sell life insurance in pension plans? There are many opportunities to add life insurance to pension plans due to the advantages and cost-effective method of purchase. Learn how and why so many small business owners elect to include life insurance in their pension plans. Space available! Register now! Life Insurance… Read More

You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his tax-advantaged retirement options and doesn’t want any more exposure to… Read More

Last week celebrated the end of one phase of a legislative process, which may impact the U.S. pensions, annuities and the Employee Retirement Income Security Act (ERISA) tax-qualified sales. In support of the National Association for Fixed Annuities (NAFA), I had the opportunity to join a group of associations in visiting the offices of Senator… Read More

From the time we are born through our time growing old, we’re constantly expanding our minds and learning new things. Whether taking our first steps, earning our diploma or settling into retirement, we must adjust to changing circumstances and adapt to life as we know it. Many people attribute this to the never-ending process of education. As American philosopher John Dewey once said, “Education is not preparation for life; education is life itself.” And nowhere is this more evident than in the life insurance business.

Even in today’s rapidly changing industry, financial and insurance professionals can always count on a couple constants when charting out a business plan. First, there is a need to identify and capture new markets. Second, there is a goal to better serve existing clients with new product and service offerings.