Using an IUL as a Tax-Free Retirement Savings Strategy IRS-approved Tax Advantaged No taxes during the accumulation phase Tax-free policy loans Tax-free death benefit, protecting loved ones Market Volatility Protection…
Housekeeping It's that time of year to clean up your files and get ready for a new year! Here is a list of things you may need to address: Send…
Guaranteed Issue Life Insurance Some points to know: Policies are typically purchased to pay for final expenses (funeral and burial costs) Policies offer a reduced death benefit when compared to…
Transfers Seamless transfers are the key to quickly funding your annuity business. Transfers are one of the biggest reasons for new applications to get hung up at the home office.…
Bonus Annuities They sound great, but are they? The bonus is usually vested meaning you only get a percentage credited each year for the 10-year surrender. See the example below.…
Long Term Care (Reimbursement) vs. Life Insurance with Chronic Rider (Indemnity) What is Long Term Care? Long-term care (LTC) involves a variety of services designed to meet a person's health…
Contracting Made Easy with SuranceBay! The contracting process is the first step in a great relationship with Wealth Watch Partners. Our Contracting Specialists generate and submit completed appointment forms to…
Income Riders Income riders: I think there needs to be a book on this! With so many different options, bells and whistles, it's hard to know which rider will be…
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