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Annuity Awareness 101
What is an Annuity? An annuity is a long-term, tax-deferred insurance contract or investment designed for retirement. This means you don’t start paying taxes on any earnings until you start receiving payouts. It allows you to create a fixed or variable stream...
Compliance Corner
Do you know the answers to the compliance related questions below? Q: According to CMS, what are the only methods agents can use to make unsolicited direct contact with potential clients? Agents may only make unsolicited direct contact with potential clients using the...
Get Ready to Invest in CSO’s Dental, Vision & Hearing Options!
Dental, vision and hearing plans can vary greatly. There are clear advantages to maintaining your overall health and wellness. Dental, vision and hearing coverage is especially valuable due to the fact that: Ignoring good oral health is linked to heart disease, cancer...
Your Client’s Want Lifetime Protection
Indexed Choice Universal Life is the answer. This truly is one great packaged plan! Why would a product with Chronic illness care rider benefit all your clients? Why take Risk: the odds of developing a chronic illness are daunting and the impact is overwhelming. The...