Policy Review Case Study

Policy Review Case Study

For many years people have been attracted to whole life insurance for the long-term death benefit guarantees and cash value growth, but what these policies offer in terms of guarantees, they often lack competitive pricing and flexibility.  Recently, one of our...
Bridge Products & When to Use Them

Bridge Products & When to Use Them

Wow! What a difference a couple of months can make.  While the life insurance business is still a very important part of any planning, I think we may have taken a back seat recently. While you may not have noticed it, one of the newest offerings in the life industry...
Ifs and Buts

Ifs and Buts

Written by John Felton My old college roommate used to love the phrase, “If ifs and buts were candy and nuts, every day would be Christmas”. For some reason, I always liked that message and have repeated it to my children more times that they would like to admit! As I...
Why Vive

Why Vive

If you receive emails from us, listen to our podcast or follow us on social media then you probably have heard Vive a time or two this quarter. There are several benefits to using the platform, including the time it saves you and your client. The first time you use...
Term Conversions: The Lost Sale

Term Conversions: The Lost Sale

Many times, when providing your clients with the most cost-effective solution to get them coverage you are focusing on term insurance. Price should not be the only concern when presenting the term product options to your client. If you are looking 15-20 years down the...

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