Combined sales of indexed life, universal life and whole life fell 7.3%. Read More
What’s in your client files? Does your documentation clearly show why your product recommendations were suitable and that your clients understood what they were buying? Does it matter? Absolutely! Maintaining accurate and complete client files is part of a strong practice management process and can help protect you. Learn more contact your BGA.
Help your clients discover new planning opportunities.
Reviewing your client’s tax return can be an effective way to identify financial protection needs – needs that AXA may help fulfill. With sweeping changes to personal, business and estate taxation with passage of the Tax Cuts and Jobs Act, this review can be even more significant.Contact your BGA to learn more.
How can various long-term care product categories fit into clients’ portfolios and meet their long-term care needs? Our experts discuss long-term care product category features and the role they play in helping diversify retirement portfolios. Contact your BGA to learn more about Brighthouse and about their Long-term Care insurance.
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Let Campaign in a Box (CIAB) capture your clients’ hearts during February and beyond. Whether they are purchasing for the first time, upgrading their coverage, or looking to expand – use it to remind them they are irreplaceable to loved ones. It’s fast and easy to use – copy & paste campaigns!
With the recent announcement from Voya to cease new individual life insurance sales at the end of 2018, Lincoln’s Underwriting and New Business team will be offering considerations and flexibility to better serve clients, contact your BGA to learn more.
About 7.5% of enrollees will have access to extra LTC or chronic condition benefits. Read More
Show employers how key employee benefits can help them recruit, reward, retain and retire their top talent. These benefits can help employees make up for benefits lost due to government restrictions placed on qualified retirement plans. The result? More engaged and loyal employees — and a great recruiting tool, too.
Learn how Principal tools can help contact your BGA today.
Neither should your client’s Life Insurance coverage.
Any client can and should benefit from a policy review every three to five years, as well as following any major lifestyle changes. Contact your BGA to do a policy review.