Disability Income Insurance for Business Owners
The need to plan for an unexpected illness or injury is real and your efforts to educate and guide business owners through the planning process…
May 8, 2023
| 
8 min read
AG49-A Revisions Have No Impact on Ameritas IUL Illustrations
Since 2015, Actuarial Guideline 49 has tried to provide a uniform method for calculating maximum illustrated IUL rates. We’re now experiencing another round of updates,…
May 5, 2023
| 4 min read
Niche Markets for Retirement Plans
It’s no secret that there’s a lot of competition for big plans with big companies. And no wonder. These plans generate sizable revenue and connection…
April 25, 2023
| 4 min read
How to Start an Internship Program
Hiring an intern for your agency can provide both immediate and long-term benefits—especially if you follow a few easy tips on how to start an…
April 20, 2023
| 6 min read
Is Becoming a Wealth Manager Right for You?
A clear definition of what a wealth manager is can help you determine if becoming a wealth manager is a right fit for your practice.…
April 5, 2023
| 8 min read
401(k) Rollover Rules
Inquiring about your clients’ prior employment history helps you find whether they have any abandoned retirement accounts. Since many 401(k) participants are unsure of what…
March 2, 2023
| 6 min read
What is a Pooled Employer Plan?
Businesses face various issues when offering their employees a retirement plan. A traditional 401(k) may be too expensive, difficult to maintain and risky for many…
February 8, 2023
| 5 min read
Life Insurance Education for Clients
Most Americans don’t have enough life insurance coverage. Many don’t have any at all.
January 26, 2023
| 7 min read