Feb 22

Life Policy Reviews: The Why, Who, and How

Could offering portfolio analyses be the missing piece to your practice? A complimentary life insurance policy review is a great way to connect with more people and delight current clients. It provides value to your client, but make sure to always keep in mind the overall goal of the portfolio analysis: to find the best policy for the right reasons. 

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Jan 18

FIUL for Retirement Income?

Do your clients want both a death benefit as well as a way to save for retirement without losing access to their money?

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Jul 20

Are You Preparing Your Clients for Life’s Unexpected Curveballs?

I have been wholesaling life insurance products for 24+ years, and, oddly enough, I genuinely enjoy the work that I do. It was not my expectation to be in this business for so long and be the life of the party (pun intended), detailing my exploits within the life insurance world. Thrilling conversation starter and ender.

The secret for me is the satisfaction of...

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Aug 04

The Single Most Important IUL Feature You Aren't Looking For

Written by an award-winning Life Wholesaler with over 20 years of experience.

Throughout my career, I have participated in countless conversations regarding the newest and shiniest indexed universal life. With an abundance of commendable products available today, insurance carriers need to continuously develop new consumer-focused solutions. To simultaneously keep...

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Jul 28

What Does One Man's Pantry and Indexed Universal Life Have In Common?

Last weekend, I was visiting my father a recent retiree from the grocery industry. It seems that old habits die hard, and since retiring he’s stockpiled an impressive pantry for his home. As a former executive in the grocery business, my dad is a master of retailer strategy, pricing, and even liquidation. Applying his expertise to his personal pantry, he purchased...

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