by Jody Horetski | Nov 7, 2023 | Life
Jody Horetski Life Insurance Consultant Tis the Season to Review Use this time during the fall holiday season to identify what your clients’ needs are in terms of life insurance coverage and finding the best policy for the upcoming new year. Now is a good time to dive...
by Jack Nachtrab | Nov 2, 2023 | Life, Uncategorized
Jack Nachtrab Life Insurance Consultant One of the best features of term policies is the option to convert the death benefit into permanent coverage without needing to show evidence of insurability again. Paying attention to the conversion features and reminding...
by Chris Wholehan | Sep 27, 2023 | Annuities, Life
Chris Wholehan, President Wholehan Marketing Have you Tried E-Apps? In our post-Covid environment, we are realizing the adaptations we have made in our lives as a general response to not being able to interact personally with each other during the Covid pandemic. ...
by Dbollinger | Sep 12, 2023 | Annuities
David Bollinger Annuity Sales Consultant An annuity rider is an optional feature that can be added to an annuity contract. It is a way to tailor an annuity to fit the specific needs and goals of the policyholder. There are a variety of riders available...
by Jack Nachtrab | Sep 12, 2023 | Long Term Care
Jack Nachtrab Life Insurance Consultant For clients nearing retirement, long term care insurance is a very important piece of the financial plan. However, many clients shy away from traditional LTCI policies since there’s no guarantee they’ll use it, and they don’t...
by Jody Horetski | Aug 31, 2023 | Life, Uncategorized
Why do I need insurance anyway? The main reason for buying life insurance is to protect families from devasting financial loss should one pass away unexpectedly. However, life insurance isn’t just for those who are married with children. Younger...
by Tim Beauregard | Aug 28, 2023 | Annuities
Tim BeauregardRegional VP-South Three years after the National Association of Insurance Commissioners (NAIC) amended the Suitability in Annuity Transactions Model Regulation setting standards and procedures requiring agents and insurers to act in the best interest of...
by Jack Nachtrab | Jul 26, 2023 | Long Term Care
Jack Nachtrab Life Insurance Consultant In 2022, the State of Washington started to require that all residents have long term care and mandated a new payroll tax where people were taxed to pay for their future, state sponsored LTC. The LTC benefits provided by the...
by Jody Horetski | Jun 15, 2023 | Life, Uncategorized
Jody Horetski Life Insurance Consultant Today, women are working harder than ever to provide for their families and contribute to the household income, share in the same responsibilities as men do when buying life insurance to protect their family, replace lost...
by Chris Wholehan | Jun 7, 2023 | Annuities
Chris Wholehan, President Wholehan Marketing In case you haven’t heard, the Fixed and Fixed Indexed Annuity market is off to a record start for 2023. A recently published article by Wink, Inc. reported the first quarter sales of all deferred annuities were up 41.9%...
