Entries by Bruce Alfredson, CLU, ChFC

11 investing acronyms you need to know to manage your money

Thinking about (Read More) investing money in an ETF, IRA, or REIT, or contributing on behalf of your kids to a UTMA? Or maybe your CFP ® recommends you invest in stocks based on their EPS that trade on NASDAQ or the NYSE.

Texas Health and Human Services Commission makes serious change to treatment of retirement accounts for Medicaid eligibility.

Read the Houston Chronicle article by clicking here.

Pre-need Life Insurance from Global Atlantic

View the recording of the AGI Financial Webinar Dated March 13, 2019

In The Loop Newsletter March 13, 2019

Click here to view the March 13, 2019 edition of In The Loop

Grow your practice in the business insurance market

Click here to view the March 13, 2019 Market Intelligence on the Business Insurance Market

Offering some simple incentives might positively impact your sales.

Click here to view the Global Atlantic Carrier Spotlight dated March 12, 2019.

15% Commission Bonus on Sagicor’s Sage IUL and Sage NLUL!

Click here to view the Sagicor Life Carrier Spotlight dated March 12, 2019.

LTCI Reinsurer Guards Against Problems at Its Own Reinsurers

GE Capital executives also talked about plans for $1.7 billion in future premium increases.  Read More

Thinking About Early Retirement? Here are some things to consider.

On a yacht sailing the Adriatic Sea (Read More)with the wind in your hair and not a care in the world. Living right down the road from your grandchildren and watching them grow up in a small suburban town. Buying an RV, selling most of your possessions, and camping across the country.

How will eDelivery work?

Click here to view the Principal Carrier Spotlight dated March 9, 2019.