The New Wave of IULs: Why Gen Z Clients are a Perfect Fit
Gen Z: The Emerging Generation of Clients Generation Z, often referred to as Gen Z, is the demographic cohort following the Millennials....
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May 21
Deciding Between Fixed Indexed Annuities and CDs: What's the Best Choice for Your Retirement?
## What is a CD? A certificate of deposit, or CD, is a type of savings account that pays a fixed interest rate and has a set maturity...
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Feb 21
Do you want to save for your children's education? Consider Permanent Life Insurance.
## What is an education fund? An education fund is a special savings account designed specifically to cover future education expenses,...
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Jan 26
Indexed Life Insurance vs. Indexed Annuities: Which One is the Right Fit for You?
# Introduction Indexed universal life insurance (IUL) and indexed annuities are two popular insurance products that offer returns linked...
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Jan 16
Insurance Advisor vs. Insurance Sales Agent: What's the Difference?
Introduction: When it comes to insurance, you might have encountered two distinct roles in the industry: insurance advisors and insurance...
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Jan 12
How to accelerate the amortization of your mortgage with permanent life insurance
## Introduction Using your permanent life insurance policy to pay off your mortgage faster is a concept of making additional payments on...
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Dec 27, 2023
Slash Your Tax Bill: The Financial Strategy Business Owners Need to Know
## Introduction to Non-Qualified Retirement Plans A non-qualified retirement plan is a type of deferred compensation plan intended to...
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Dec 19, 2023
Estate Planning 101: How Life Insurance Fits In
Introduction Estate planning refers to the process of deciding how an individual's assets will be managed, preserved, and distributed...
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Dec 15, 2023
"Comparing Whole Life Insurance and Indexed Universal Life: Understanding the Advantages"
Introduction When it comes to life insurance, two popular options often come into play: Whole Life Insurance and Indexed Universal Life...
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