Life Insurance

  • Upside Potential, Flexibility Combine  to Strengthen Today’s IUL
    Upside Potential, Flexibility Combine to Strengthen Today’s IUL

    Balancing risk and growth, products continue an upward trend

    by Tim Heslin

    Two years ago, an article on the Fox Business website referred to index universal life insurance (IUL) as “an emerging and fast-growing contract design” that “may come very close to being the ideal contract for most consumers in today’s interest and overall market environment.”
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  • 3 Ways to Get Your Audience Engaged  with Your Brand This Summer
    3 Ways to Get Your Audience Engaged with Your Brand This Summer

    Marketing Strategies Should Adapt to Fit the Season, Says Skywriting CEO

    It’s summertime and whether or not people have vacation time to spare, they still behave accordingly, says advertising entrepreneur Patrick Walsh.
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  • Are Your Client’s Insuring Their Retirement Plans?
    Are Your Client’s Insuring Their Retirement Plans?

    The challenge is in understanding the value of their greatest asset

    You have insurance on your home, your car, your health. How about your retirement plan?
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  • Resources for Rookies and Seasoned Pros
    Resources for Rookies and Seasoned Pros

    How Ash Brokerage is improving practices while enhancing the future of the industry

    by Adam Schaefer

    “You don’t know what you don’t know.” I love that saying. It comes to mind often as I work with advisors all over the country.
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  • Life Insurance and Your Investment Portfolio
    Life Insurance and Your Investment Portfolio

    Coordinating assets toward combined benefits

    by Emily Bannister, CFA, and John Przybylski, JD, LLM, CFP

    With bonds providing so little yield in today’s market, should life insurance be viewed as an investment? Whether or not you view insurance as an “asset class,” permanent life insurance is definitely an asset, and it can help investors achieve their long-term financial goals.
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  • Being Relevant, Empowering, and Significant
    Being Relevant, Empowering, and Significant

    How are you perceived by your clients?

    by Bruce Turkel

    I was sitting in the audience at the The National Speakers Association annual meeting listening to Jay Baer, the author of the social media how-to guide, Youtility, talk about how to promote blogs. After hearing Jay list many of the things I’ve been doing with this blog for years, I elbowed my seat neighbor Scott Halford in the ribs and rolled my eyes.
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  • Middle-Market Consumers Value Trust over Price When Buying Life Insurance Online
    Middle-Market Consumers Value Trust over Price When Buying Life Insurance Online

    Where to find the best advice?

    Back in the 1700's English theologian Isaac Watts said "Learning to trust is one of life's most difficult tasks."
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  • A New Path for Advisors With a ‘Client Bill of Rights’
    A New Path for Advisors With a ‘Client Bill of Rights’

    To 'craft a client's future,'  you must engage them more

    Financial expert Jeff Gorton, head of Gorton Financial Group, has set a new tone in his field by offering a Client Bill of Rights...
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  • The “New” Life Insurance
    The “New” Life Insurance

    Selling more than just a death benefit

    by Stephen Pontecorvo

    Let’s face it—individuals tend to consider life insurance only when they go through a major life milestone—purchasing a house, getting married, having a child, or when approaching retirement. Traditionally, these individuals viewed their options as limited: a basic term policy with a simple lump sum benefit.
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  • Financing Climate Change: Carbon Risk in the Banking Sector
    Financing Climate Change: Carbon Risk in the Banking Sector

    Boston Common Asset Management Report Calls on Banking Industry to Change Policies and Practices

    Investors may unwittingly be investing in financial institutions that will be adversely impacted by the effects of climate change. The banking industry has not successfully integrated climate change risk into its long-term strategic planning, or understood the implications of this game-changing phenomenon for its business operations.
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  • ‘Disruptive’ Consumers Want More Mobile Services
    ‘Disruptive’ Consumers Want More Mobile Services

    Industry lagging in following technology

    from LIMRA's Industy/Trends blog

    During a presentation at the 2014 LIMRA Marketing Research Conference Joseph Coughlin, Ph.D., director of MIT's Technology AgeLab said, “Technology has always been disruptive, now consumers are disruptive, too.” Life insurance companies are experiencing this phenomenon as policyowner expectations for digital services continue to escalate.
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  • Nicole Johnson Hired as Director of Recruiting
    Nicole Johnson Hired as Director of Recruiting

    The Investment Center, Inc. welcomes 23 Year AIG Veteran

    The Investment Center, Inc. (TIC), an independent broker-dealer, has hired Nicole Johnson to head up their recruiting efforts. Johnson, a 23 year veteran of AIG Advisor Group, comes to TIC as director of recruiting.
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