Monthly Archives: September 2012

Podcast: Enhancing Your Value as a DI Broker

The Standard's Michael Klachesfky explains health and productivity management practices used by many forward-thinking employers, and how disability income insurance brokers and agents can help their corporate clients maximize these practices and enhance their value.

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The Profile of an LTCI Buyer

First-hand experience with the challenges of financing long-term care for loved ones, as well as testimonials of hardship resulting from a long-term-care event, are the primary motivators for purchasing long-term-care insurance, but consumers are hungry for more education on this type of coverage, according to recent research from Mutual of Omaha.

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Family members describe realLIFEstories

Family members described real life stories of love and loss during the LIFE organization’s annual presentation at the NAIFA annual meeting in Las Vegas. In realLIEFstories, family members told of how life insurance protected their financial security after the loss of a father, enabled a son to pursue his dream to win a gold medal for the U.S. in the ...

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The Nuts and Bolts of Estate Planning

Ike Trotter, financial advisor, spoke to NAIFA audience members about the importance and misconceptions of estate planning. The problems with the general opinion on estate planning are: – It’s only for the wealthy – It focuses entirely too much on death Trotter submitted a five-step approach on what agents must do to change their clients’ perceptions on estate planning and ...

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Use LIFE to Build Your Practice

In a panel discussion on Tuesday, Sept. 11, three advisors described how they use LIFE’s education and marketing materials to use in their practice and emphasize the importance of Life Insurance Awareness Month (LIAM). Beginning with Paul L. Farr, he told the audience that clients like to buy, but don’t want to be sold to. One way he avoids the ...

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Social Security, Retirement and Taxes

Robin Mueller, motivational speaker and insurance industry insider, explained during his workshop at the NAIFA Career Conference and Annual Meeting that recent changes to Social Security laws create situations for advisors to interact with clients  A recent law change eliminated the government’s practice of sending paper Social Security statements. This creates an opening for advisors, Mueller said, who can ask ...

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Current Trends in Insurance

With ongoing tax law changes, product enhancements, insurance carriers entering or leaving different markets and new riders, how do you keep up with all of these changes? NAIFA members who attended one of the 2012 NAIFA Career Conference and Annual Meeting Workshops on Monday received some help in keeping up with these changes from Mike Smith, LUTCF, a life member ...

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