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Sales Opportunities with 1040 Overlay
Your clients’ tax returns can provide a wealth of information for planning purposes. The 1040 and Schedule A overlays point to... Learn More
Allianz just got better!
We’ve loved Allianz Life Pro+ product for income solutions such as supplement retirement, saving for college tuition, and self-funding long-term care.... Learn More
Compelling yet Simple IUL
“…win a lot of fans by designing a simple, competitive product that is easy to explain and whose performance is straightforwardly... Learn More
How to Retire Early
Six Things to Do Now to Help You (and your clients) Retire Early
Quick. Leads. Now.
Identify sales opportunities with existing and prospective clients; then reach out and make the sale with the lead generation programs
AXA Plans IPO of its U.S. Life Insurance Operations
Another company is selling a portion of its US operations. This appears on the face to be a good move for... Learn More
Don’t Ignore Millennials – A Success Story
Are you ignoring Millennials because you think they only want term? If so, STOP! Most millennials are starting to make good money, and they’re looking... Learn More
