Breaking News

Increased Limits for No-Exam Life & Disability Insurance

We are pleased to announce Principal has increased their Accelerated Underwriting limits with use of the Human API platform. These changes are temporary and part of Principal’s efforts to support advisors, consumers and our economy during these unprecedented times. Please see below for details. To Learn more about Human API please click here. Please contact us with any […]

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SECURE Act Opens Door to Wealth Transfer Alternatives and Charitable Gifts

The Setting Every Community Up for Retirement Enhancement (SECURE) Act has presented wealth advisors with multiple opportunities to remain a step ahead of legislation, all while helping clients and their families plan for a sound financial future. Throughout this email series, we’ve discussed many of these opportunities, as well as where and how they intersect […]

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The Right Life Insurance Brokerage Can Help You Boost Client Retention

As a P&C agent, you are consistently seeking new opportunities to engage with the individuals, families, and business owners listed in your book of business. So many of your clients may have considerable risk protection needs that are not being met – needs that you could help fulfill by providing access to the life, disability, […]

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Use These Talking Points When Positioning Life Insurance for Business Owners

Most businesses, particularly those with two or more partners, establish buy-sell agreements mandating that if one of the leads dies or becomes disabled, their share must be sold to the remaining partners. Such agreements are a pivotal component of doing business in today’s world. The problem, however, is that in far too many instances an […]

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