What You Need to Know About Life . . . Insurance
When asked what I like most about my job, my answer is always the same: I am always challenged and always learning. I recently learned a few things that you may want to be aware of. Life Insurance and Divorce … Continue reading
Wealth Transfer Tools & Insight | Life is Changing
“Wealth Transfer” can hold a different meaning to each client and advisor. The idea often involves life insurance because of the unique status it has with the IRS – If it is owned properly the death benefit can be paid … Continue reading
Education is Key – Protect, Guarantee & Decide Later
At IIC we strongly believe in the power of education. We offer education in the four key areas of insurance protection – life, disability, long-term care & annuities. Protect, Guarantee and Decide Later Clients that are in the home stretch of … Continue reading
The Price is NOT Right | More Regulations
Life insurance is being repriced due to new regulations Certain life insurance products will be repriced or discontinued this year due to new life expectancy tables and reserve requirements. Some insurers don’t want to contend with too much risk so … Continue reading
What’s New
New Article: Life insurance is a liquidity and leverage tool Life insurance is considered by some as the swiss army knife of financial tools because of its many uses. In my recently published NAPFA article, “Legacy Planning with Life … Continue reading
Do you hate annuities? Dispelling the myths with facts
Do you hate annuities? In a recent USA Today article, Why I hate annuities: Here are the reasons these investments are bogus, Ken Fisher boldly starts out by stating “I’d die and go to hell before selling an annuity”. … Continue reading
LTCi News | HNW Solution
LTCi News – Who’s in? Who’s out? More changes in the LTCi marketplace . . . Mass Mutual has re-entered the brokerage market with their new traditional LTCi plan [available in most states] and we have access to them! … Continue reading
Exploring LTCi Options
Why Hybrids? Clients and advisors continue to gravitate toward hybrid long-term care solutions over traditional LTCi. This is because a hybrid plan answers two key concerns surrounding traditional LTCi. 1. It guarantees pricing which comforts both the client and … Continue reading
Annuity Solutions & Resources
The annuity marketplace is rapidly evolving. We continue to track the trends in the industry. – Some states are trying to invoke the fiduciary rule on annuities since the national attempt didn’t pass. – More insurers are developing new … Continue reading
The Power of Education | More 2019 Tax Resources
The Power of Education At IIC we strongly believe in the power of education. Don’t miss our upcoming 2019 CFP® CE Webinars (10am-11am, CT): 02/27/2019 – Term Insurance: Details That Matter 04/24/2019 – Alternative Solutions to LTCi: Protecting Your Clients’ … Continue reading
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