Don’t Forget About Insurance for Younger Clients

Cody Smith Life Insurance Consultant The widely known and accepted purpose of life insurance is to provide financial security for loved ones after an individual’s passing. The benefits received can help maintain their standard of living, pay for funeral costs and...

An LTC/Annuity Hybrid Worth Discussing

The LTC hybrid market has undergone changes with new products being introduced, price adjustments, and rate increases. One particular product demanding attention blends an annuity and LTC together; below are some highlights: A+ Rated Carrier Current fixed interest...

RMD funded Insurance

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...

Life Insurance in 2025

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...