For insurance agents and wealth planning professionals, the past two years have been a period they will never forget. Largely in response to the COVID-19 pandemic, life insurance policies sales and similar products have soared. Annuity sales in 2021 reached nearly $255 billion, (a 16% jump from the previous year), employer-based life insurance purchases topped…
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Tag: COVID-19
Setting Yourself Up for Financial Planning Success
It’s a brand new year, and with it comes the opportunity to start fresh and become just a little bit better than we were in 2021. And a top resolution that people often make come January 1 is to make more money. Indeed, according to research from Statista, 44% of respondents said they aimed to…
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How COVID Has Reshaped Views of Life Insurance
When it comes to coverage, close to one-third of people in the U.S. say the coronavirus has made it more likely they will obtain a life insurance policy
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Preparing Your Clients For A Major Health Event
Learn how life insurance premium financing can help your clients use life insurance to reduce out-of-pocket medical expenses without liquidating assets for premium payments.
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7702: A Number to Know About Now More Than Ever
We’ll explain what Section 7702 says, what led to its creation and how new legislation may affect cash value life insurance policies moving forward.
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Selling Insurance Successfully in a Virtual World
How should you respond to the new normal for insurance selling and shopping so you can be successful?
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Smart Estate Planning in a COVID-19 Era
This may be a great time for you to re-evaluate issues or decisions you’ve made if COVID-19 has impacted you in some way.
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