Advisors Blog

Show your UL clients how John Hancock's newly repriced Protection UL continues to stand out against GUL competitors.

Our team participated in a webinar with Securian to discuss their new Hybrid product.

Your business owner clients care about their company, their employees and their lifestyle. They may not know what they need to protect all three. Join us for a special webinar featuring Principal Financial and Michelle Tish, CLU^®, ChFC^® who discusses the tools and resources available to help you approach these clients and prioritize what is most important to them.

Here’s a handy chart that shows all the key IRS numbers you are likely to need for tax and planning work – marginal tax rates, credits, deductions, contribution limits, estate taxes and more.

Your Disability Insurance Updates

Here are top 10 sales ideas to help get a great start to 2022!

Financial Professionals often refer to the average rate of return of investment portfolios as a static or level number - but that does not tell the whole story because of the market’s inherent ups and downs. Research shows the timing and order of those returns can have significant effects on the total return of the portfolio. Understanding this so called “Sequence of Returns” can help these Financial Professionals recognize the importance of repositioning their clients’ investment portfolios for a favorable retirement income strategy in the future.

Introducing a new series of quick sales ideas to spark interest in your clients and centers of influence. Position yourself as a valued advisor and insurance professional by using these tips as conversation starters.

If you haven’t considered VUL lately, many of today’s newest products include benefits and features that clients are looking for. With the increased pricing for GUL products coupled with many carriers totally withdrawing from that marketplace, VUL and SVUL have become an even more attractive alternative for you and your clients to consider.

Effective September 27, 2021, Pacific Life is repricing rates for PL Promise Term, a product specifically designed to serve the death benefit protection needs of the broad market consume.