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    Wealthy Family Secrets That Could Benefit Your Middle-Income Clients

    Posted by Lori Fogle on Wed, Oct 07, 2020 @ 12:00 PM

    The top 1% have a "secret" they've used since the Great Depression to help put themselves and their families in a better position.

    But we think middle-income clients can benefit from this wealthy family secret as well. In this post, we’ll share how. Plus, we'll cover how you can make a living as a financial professional in this market.

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    Tags: IUL (indexed universal life insurance), whole life insurance, permanent life insurance

    5 Mistakes to Avoid When Using Life Insurance in College Planning

    Posted by Lori Fogle on Wed, Jul 22, 2020 @ 12:00 PM

    Do you have clients or prospects who are planning to help pay for their children's college education? It probably comes as no surprise that the cost of tuition has skyrocketed—but just how much are we talking?

    Since 1982, tuition has went up a whopping 500%, which to put in perspective, is twice as much as costs for medical care and three times as much as the overall Consumer Price Index during that same period (Source). 

    And the cold truth-- the families who don’t plan ahead may not be able to send their kids to the college of their choice. As a financial professional, you can help put clients in a better position to cover a portion of these costs down the road through their decision to purchase a life insurance policy. 

    But here's what you need to know: if you're considering showing clients how to use the cash value in permanent life insurance to supplement costs when college planning-- make sure it’s done correctly. In this post, we’ll cover 5 top mistakes to avoid:

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    Tags: IUL (indexed universal life insurance), college planning

    Volatility Control Indices: Are they as good as they look?

    Posted by Lori Fogle on Wed, Jul 08, 2020 @ 01:00 PM

    Right now, it’s tough to find an S&P 500® cap on a fixed indexed annuity or indexed universal life product that will get a client excited. With the recent drop in the market and rates at an all-time low, you’re likely searching for a way to give your clients SOME hope of a credit in their indexed annuity or IUL policy. Have you considered a volatility control index? In this post, we dive into ways to evaluate them --

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    Tags: IUL (indexed universal life insurance), annuity, volatility control index

    How to Choose a Life Insurance Carrier for Your Client's Policy

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 24, 2020 @ 01:30 PM

    Clients often ask me, “What’s the best life insurance policy?” The appropriate answer is not as simple as naming a carrier and their newest product. If I were to rephrase their question, it would be: What kind of life insurance fits my situation, or do I need it at all? And which life insurance company has products that are right for me and my family? To answer these questions for your client and narrow their options, here are some important considerations --

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    Tags: IUL (indexed universal life insurance)

    Help Make Clients Immune... with Life Insurance?

    Posted by Lori Fogle on Wed, Jun 17, 2020 @ 12:00 PM

    It's been since January when the first case of coronavirus was reported in the United States and mid-March since the first stay-at-home orders were issued and understandably, our country is still reeling. As of June 4th, it was reported that 21.5 million Americans were unemployed and over 100,000 small businesses have had to close their doorsThe good news is, there has been talk of new jobs being created and some businesses are reopening. Things will get better, but clients and prospects will still be looking to you for answers-- 

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    Tags: IUL (indexed universal life insurance), taxes

    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)

    Here's How IUL Insurance Could Benefit Clients of Almost Any Age

    Posted by Partners Advantage on Wed, Jun 03, 2020 @ 12:00 PM

    One of the most popular questions I get is “What is the best age for a client to purchase an Indexed Universal Life Insurance policy?” I always respond the same way... 

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    Tags: IUL (indexed universal life insurance), retirement strategies

    Bond Alternatives You Can Use to Strengthen Clients' Portfolios

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 20, 2020 @ 12:00 PM

    In the past, financial professionals have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial professionals what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. However, they will probably suggest bonds be used in a portfolio as a hedge against stock market losses to reduce portfolio overall risk. But is that always the right answer?

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    Tags: IUL (indexed universal life insurance), annuity, retirement strategies

    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

    4 Ways Clients Can Use Life Insurance in a Retirement Income Strategy

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, May 06, 2020 @ 12:00 PM

    When I think of a retirement strategy, the first thing that comes to mind is often the accumulation of assets and investing strategies. As a fiduciary investment advisor developing and implementing retirement income strategies for my clients, I’d argue that investing is the easy part of the process. Here's what I mean...

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    Tags: IUL (indexed universal life insurance)

    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.