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Bill Jackson J.D. CLU

Director of Advanced Markets & Development for Partners Advantage

Recent Posts

How to Make Your Life Insurance Sales Goals a Reality in 2021

Posted by Bill Jackson J.D. CLU on Wed, Nov 11, 2020 @ 12:00 PM

This year has been unique in many respects, including changes to how we do business in our industry. With face-to-face contact difficult, prospecting virtually for new clients has been challenging.

But even in the "new normal," there are ways to  dynamically grow your business in 2021. In this blog post, I’ll show you a couple of ways you can achieve your life insurance goals in the coming year …

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Be a Mind Reader of Client Financial Concerns

Posted by Bill Jackson J.D. CLU on Wed, Jun 10, 2020 @ 12:30 PM

Have you seen the news lately? It looks like the market has rebounded nicely but will it hold? Who can tell. Clients and prospects who stayed the course are to be complimented as the most savvy because they did not bail and lock in substantial losses without recovery. However, if we could read the minds of these good stewards of their retirement assets, many of them would be saying…

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Tags: IUL (indexed universal life insurance)

Protection Beyond the Pandemic

Posted by Bill Jackson J.D. CLU on Wed, May 13, 2020 @ 12:00 PM

During this COVID-19 pandemic the future is uncertain. One thing that is certain is Americans, generally, are underinsured and many families and businesses need the protection offered by life insurance now more than ever.

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Tags: IUL (indexed universal life insurance), Virtual Selling

How to Prioritize Long-Term Care Insurance (LTCi) Options for Clients

Posted by Bill Jackson J.D. CLU on Wed, Mar 18, 2020 @ 12:00 PM

It is important that financial professionals understand the financial product options that have the potential to provide financial resources to offset the cost of a long-term care event. However, it’s not enough just to understand what the options are…

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Tags: long term care, living benefits

Keep it Simple: Structuring an Annuity that Helps Protect Your Clients

Posted by Bill Jackson J.D. CLU on Wed, Dec 18, 2019 @ 12:00 PM

As annuities gain momentum in the retirement income arena it is important to make sure that they are set up correctly. Failure to do so could deny your clients the full range of annuity benefits.

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Tags: annuity

The Long-Term Care (LTC) Crisis: A Major Risk to Retirement Outcomes

Posted by Bill Jackson J.D. CLU on Wed, Oct 30, 2019 @ 12:00 PM

As many in our society near retirement age, a major worry is whether their income will last through retirement and if their desired outcomes will be in jeopardy due to a long-term care event. Is that likely?

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Tags: long term care, living benefits

Planning for College Costs While Preserving the Retirement Nest Egg

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

College costs are substantial enough to have the potential to compromise the parent’s retirement plans or produce burdensome debt for the college student. The costs can range from $100,000 for some local state-supported universities to $280,000 for many prestigious private schools. Most parents with pre-college age students range in age from 40 to 60 years old and most are concerned with how much college will cost.

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Why Your IUL Illustration May Require a Second Look

Posted by Bill Jackson J.D. CLU on Wed, Sep 04, 2019 @ 12:00 PM

Although the general trend in product popularity has stayed the same with little change in the market share for Indexed Universal Life, Whole Life, Guaranteed Universal Life, and Term,  there are certain aspects of the life insurance space that are changing dramatically. 

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Tags: IUL (indexed universal life insurance)

Understanding Two Types of Life Insurance Premium Finance Options

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

Premium financing can be a valuable financial tool, but the strategies behind it can be complex. Before you discuss the topic with a client, you need a clear understanding of premium finance options because this must be set up and managed correctly.

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Tags: IUL (indexed universal life insurance)

Top 4 Succession Options Producers Can Share with Business Owners

Posted by Bill Jackson J.D. CLU on Wed, Apr 03, 2019 @ 12:00 PM

The business market can be one of the most lucrative but under served segments for financial professionals. One of the most difficult scenarios business owners face is the solely owned business. Without another major owner to participate in a traditional buy out, many businesses end up being liquidated at little value with a negative impact on the employees.

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Tags: practice management


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.