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    Arthur J. Gallagher & Co. Acquires Partners Advantage Insurance Services, LLC and AMZ Financial Insurance Services, LLC

    Posted by Scott Tietz, CLU on Wed, Jan 30, 2019 @ 12:00 PM

    ROLLING MEADOWS, Ill., Jan. 28, 2019 /PRNewswire/ — Arthur J. Gallagher & Co. today announced the acquisition of Urbandale, Iowa-based Partners Advantage Insurance Services, LLC and AMZ Financial Insurance Services, LLC, wholly owned subsidiaries of Inversion Holding Company LLC. Terms of the transaction were not disclosed.

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    Is the Split-Dollar Strategy Still Alive in 2019?

    Posted by Bill Jackson J.D. CLU on Wed, Jan 23, 2019 @ 12:00 PM

    Financial professionals should first have a basic familiarity with the Tax Cuts and Jobs Act (TCJA) to evaluate the potential strength of a split-dollar strategy. It is important to know that many clients may have more cash for family protection and retirement planning because of tax reduction. When working with businesses it can be even more important. Many businesses that could not afford executive benefits in the past are now able to afford them.

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    Tags: strategies, Illustrations

    6 Steps You Can Take to Partner with a CPA to Gain New Clients

    Posted by Oscar Toledo on Wed, Jan 16, 2019 @ 12:00 PM

    The economic times of today leave many financial professionals searching for ways to find new prospects. One way to help fill up your appointment calendar throughout the year is to team up with a CPA. Accountants are typically eager to become partners, as it can be a beneficial relationship for both of you.

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    Tags: business management

    Can Financial Professionals Afford Not to Have an Assistant?

    Posted by Mark Triplett on Wed, Jan 09, 2019 @ 12:00 PM

    “I just can’t afford to hire an assistant right now.”  How many times have you heard other financial professionals say that? You may even say it yourself. However, those that do not hire an assistant may be tripping over dollars to pick up pennies.

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    Tags: business management, Office

    Annuity Production Predicted to Increase for Financial Professionals in 2019

    Posted by Bill Jackson J.D. CLU on Wed, Jan 02, 2019 @ 12:00 PM

    In the last few years, annuity production industry-wide has been in a state of flux. Many factors have impacted our industry including a complex and changing interest rate environment, strong stock market and lastly the now abandoned Department of Labor (DOL) regulations. Recently, the Life Annuity Specialist panel brought together noted industry thought leaders to look at the future. Here is an overview of what they shared and what it could mean for your business.

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    We're Retiring amzfinancial.com on Sept 3rd!

    Posted by Partners Advantage on Tue, Aug 14, 2018 @ 01:02 PM

    After many months of working through the merger between AMZ Financial and Partners Advantage, we will be bidding a fond farewell to www.amzfinancial.com. On September 3, we will be retiring the website and redirecting all traffic to a new and improved Partners Advantage website.

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    Tags: amz financial, business management

    Great American's Two New Annuities

    Posted by Partners Advantage on Mon, Aug 13, 2018 @ 02:23 PM

    Great American Life Insurance Company recently introduced two new annuities to their portfolio, the Premier Bonus and Premier Income Bonus. Here are some thoughts on how to position Great American, and understand the new annuities.

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    Non-Medical vs Underwritten Life Insurance Policies

    Posted by Partners Advantage on Tue, May 01, 2018 @ 10:25 AM

    In the life insurance application process we often hear, “I do not want to take a medical exam…” While not every type of life insurance plan requires a medical exam, there will be times that it’s necessary when applying for coverage. Is one type better than the other? No. It really just depends on the needs of your prospects/clients, and if they are eligible for a non-medical option.

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    Tags: IUL, underwriting

    Two Insurance Marketing Powerhouses Announce Merger

    Posted by Partners Advantage on Mon, Mar 12, 2018 @ 09:30 AM

    Two of the biggest Insurance Marketing Organizations (IMOs), AMZ Financial Insurance Services and Partners Advantage Insurance Services, today announced their definitive merger to further enhance and extend their insurance distribution network. The new company will be called Partners Advantage Insurance Services. The merger went effective March 1, 2018, with the companies planning to fully integrate by September 30, 2018.

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    Carrier to Make Changes to Caps & Participation Rates Due To Market Conditions

    Posted by Partners Advantage on Fri, Mar 09, 2018 @ 12:00 PM

    Due to changes in market conditions, the life insurance industry has experienced a number of cap and participation rate reductions in recent months. While these changes have become common, it is important to note that not all carriers handle them the same. In some cases, carriers maintain caps for both new business and in-force, but in others, a carrier may lower caps on existing policies in order to keep higher caps on new policies to attract sales.

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    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.