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Oscar Toledo

National Vice President for Partners Advantage

Recent Posts

Should You Bother With a Younger Generation of Insurance Clients?

Posted by Oscar Toledo on Wed, Jun 05, 2019 @ 12:00 PM

It was a few minutes before the client seminar was supposed to start as my team was preparing to present, that I noticed something I’d never seen in my 18 years in the business …

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Share the Value of Long-Term Care and Annuity "Doubler" Income Riders

Posted by Oscar Toledo on Wed, Feb 27, 2019 @ 12:00 PM

Updated December 2019

There are several options financial professionals can use to help their clients prepare a strategy for retirement expenses. Long-term care insurance (LTCI) provides care for those who need long-term assistance in a nursing home, care at home or adult daycare. Some annuity "doubler" income riders can also be used to provide double the annual income for up to five years if the annuitant qualifies.

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Tags: annuity

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: 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.