Educate clients on strengthening their benefits package with strategic add-ons
When advising your clients on crafting a competitive employee benefits package, emphasize the importance of diversifying offerings to meet the varied needs of their workforce.…
July 30, 2024
| 
6 min read
How to Sell Annuities to Help Grow Your Business
With the wide range of financial products available for your clients today, you may be wondering if annuities make sense to include as part of…
June 3, 2024
| 7 min read
New Ameritas 403(b) PEP Brings Retirement Plan Options to Nonprofits
For nonprofit organizations seeking to hire top talent, the ability to offer a suite of attractive benefits is critical in a tight labor market. Traditional…
May 28, 2024
| 4 min read
Why Disability Insurance is a Top Financial Product for Your…
When a client contacts you to set up a meeting, what’s on their mind? For some, it might be a life change that’s prompted them…
May 6, 2024
| 6 min read
Financial Strategies to Help Cover the Cost of Serious Illness
A serious illness is one of the few things that can seriously derail a client’s financial aspirations. It can be even more devastating once they…
April 22, 2024
| 7 min read
Small Business Owners Present an Opportunity for You to Grow…
Your existing book of business may have hidden opportunities that you’ve so far overlooked. Chances are, you have small business owner clients that may have…
March 1, 2024
| 10 min read
Kelly Halverson Asks Which IUL Would Your Client Rather Have?
The indexed universal life market has been a tricky one to navigate these past few years with AG49, AG49A and the revision to AG49A. History…
January 25, 2024
| 8 min read
Answer Your Clients’ Nontax Estate Planning Questions
Those who work as financial professionals deal with clients’ estate planning issues every day. When advising clients, some tend to focus heavily on tax issues—including…
December 1, 2023
| 7 min read