URGENT Fiduciary Rule Update – Impartial Conduct Standards May Continue to Apply

5th Circuit Court of Appeals Ruling Includes 45 Day Window for Rehearing Carrier commentary we are reviewing states the Department of...
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Etiquette in Business and Networking PLUS Current Life and Annuity LTC Solutions

When Tuesday, April 3rd 2018 5:30 pm to 7:00 pm Add to your calendar Where Pleasant Valley Country Club Join us on April 3rd for Cocktails...
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Indexed Annuities – Can Clients Really Benefit?

A VERY Brief Consideration of the Product Class For those clients needing substantial growth in their portfolios over a long period of...
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Insurance Sales Library

Life Insurance

Personal uses for life insurance, charitable planning, divorce planning, meeting your financial objectives, life settlements, LTC & CI riders, retirement planning, special needs, trust & estate, business owner solutions, business insurance, family business, 101(j), buy-sell, succession planning, deferred compensation; key-person, executive bonus, split dollar.

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IRA planning, charitable planning, LTC planning, simplified employee pension, single premium group annuity, social security.

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Disability Insurance

Educational resources for DI, consumer marketing concepts & microsites, carrier specific information, DI illustration request, underwriting guides and medical requirements

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Long Term Care

What is Long Term Care? Long-term care is a range of services and supports you may need to meet your personal care needs. Most long-term care is not medical care, but rather assistance with the basic personal tasks of everyday life, sometimes called Activities of...

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Claims and Planning

ABA: Arkansas Handbook for Personal Representatives, ABA: Arkansas Senior Citizens’ & Caregivers Handbook, assessment of older adults with diminished capacity, client planning organizer, duties and responsibilities of trustees, When a Loved One Dies

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Featured Video

Carrier Updates

Webinars & Events

Webinar: Exit Strategies for Agents and Advisors

Exit Strategies for Agents and Advisors How to Monetize Your Practice in Retirement This webinar is for you if you: Primarily sell life insurance and annuities Want to find a successor Want to be a successor Join our Director of Advanced Markets, Michael Kepesky, JD...

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