E4’s Vice President of Institutional Accounts, Steve Walker, and John Hancock’s Regional Vice President, Matt Fitzpatrick, discuss an innovative way business owners can help recruit and retain top talent. Offering valuable benefits to key employees is an essential thing [...]
Phil Haug, Senior Vice President, Sales, and Steve Walker, Vice President of Institutional Accounts, will talk about the benefits of working with a more significant number of clients with the hassle of lengthy underwriting and primary guaranteed issue solutions [...]
Doug Twiddy, Director of Annuities, and Phil Haug, Senior Vice President, Sales, will wrap up annuity awareness month by putting the final touches on sales successes with annuities.
Doug Twiddy, Director of Annuities, and Josh Meester, Regional Vice President, present on the recent success advisors have had capitalizing on higher rates and COLA riders to provide certain income in uncertain environments.
More and more clients are inheriting funds as their parents or siblings pass. The rules of managing these funds change based on several factors, but we must learn how to handle this money properly. Ken Boothe, JD, CLU, ChFC, [...]
Annuities can be a complex but safe money alternative compared to typical investment and retirement tools. Their primary focus can cover many needs, from guaranteed income, an array of risk-acceptable accumulation goals, wealth transfer, asset protection from LTC, inherited [...]
Brad Mills, Regional Vice President, and Mike Polonsky, AVP and Senior Actuary from Symetra, join us to discuss their first-of-its-kind rider package, which provides a unique combination of cancer care benefits and services to help your clients live longer [...]
Brady Serold, Senior Vice President of Disability Income, and Steve Walker, Vice President of Institutional Accounts, discuss a case study on how an inquiry for individual coverage on a new executive at a manufacturing company turned into a six-life [...]
Mike Sir from One Protection will join us to discuss the DI discussion and the innovative tool they created to facilitate client conversations. The Income Protection Software Analysis (IPSA) is a simple yet powerful presentation tool designed to decrease [...]
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is [...]