by Jody Horetski | Feb 5, 2025 | Life
The life insurance industry continues to adjust to the challenges of life insurance in 2025; such as advanced technology, faster underwriting and policy issuance, greater customer expectations, and attracting the upcoming generation. Millennials and Gen Z are becoming...
by Jack Nachtrab | Jan 8, 2025 | Life, Tax
Jack Nachtrab Life Insurance Consultant It’s tax season once again- meaning it’s time for the annual discussion about RMDs. Many clients don’t need the income or want the distribution, although they’re forced to take money out of IRAs, which they then pay taxes on. As...
by Jody Horetski | Nov 12, 2024 | Life
Jody Horetski Life Insurance Consultant Strengthening the Closing Game: A strong close includes establishing a trusting relationship with your clients through the entire sales process. It’s very important to remind yourself to resist the urge to just jump right into a...
by Chris Wholehan | Oct 31, 2024 | Annuities, DI, Life, Long Term Care
President, Wholehan Marketing Occasionally I find myself in a conversation that reminds me not to assume or take for granted the benefits that we, an Insurance FMO (Field Marketing Organization), bring to the marketplace. Sometimes a rep. that I’m engaging will...
by Jessica Hernandez | Oct 21, 2024 | Life
Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...
by Jody Horetski | Sep 30, 2024 | Life
Jody Horetski Life Insurance Consultant ~A Financial Head Start for Added Peace of Mind~ When clients think about purchasing life insurance, its usually for themselves and often tend to overlook the idea of purchasing life insurance for their children. Children...
