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Tax Burden to Tax-Free: Roth Conversions in the OBBB Era
The One Big Beautiful Bill Act (OBBBA) has passed. What does that mean for you as an insurance agent or financial professional?
Knowing the Underwriting Process Helps Advisors Assist Clients
Knowledge of the underwriting process can better determine which life products might be more suitable for clients.
Reimagining Long-Term Care: How Lincoln Financial’s MoneyGuard Fixed Advantage Is Changing the Conversation
Reimagining Long-Term Care: A Smarter Way to Start the Conversation
Breaking Down Humana’s Major Part D Commissions and Enrollment Announcement
Mutual of Omaha Hospital Indemnity Training
SMS AEP Readiness and Change
SMS has everything you need for your most successful AEP year yet. Are you ready?
Pairing High-Deductible Plans With This Hospital Indemnity Creates Sales Opportunity
Combining hospital indemnities with high-deductible Medicare Supplement Plan G is a good way to avoid the current premium hike/commission reduction...
How the One Big Beautiful Bill Impacts Your Clients
The One Big Beautiful Bill Act (OBBBA) is now law, creating both challenges and opportunities for retirement and tax planning.
Are You Having the Cross-Selling Conversation?
Hospital indemnities with high-deductible Medicare Supplement or Medicare Advantage plans allow clients to get good coverage at competitive premiums...
Why Offer Life Insurance Solutions From Columbus Life
Sales come easier if you present clients with solutions that meet their needs.
The Secret to Sticky Clients: The Retirement Timeline
Attracting and converting prospects is tough enough, but client retention is getting even tougher by the minute.
Subject Expert Frank Maselli Reveals Secrets to Effective Seminars
Baby boomers need retirement help now and doing effective seminars is a good way reach this market.
Symetra’s SwiftTerm and SwiftProtector Life Insurance Options
Heat up your term and permanent life insurance production with SwiftTerm® and SwiftProtectorSM coverage options
The Value of Incorporating Buy-Sell Planning Into Your Practice
Explore the many benefits of buy-sell agreements funded through life insurance.