Entries by Bruce Alfredson, CLU, ChFC

Physical Health Can Affect Mental Health. These Medicare Benefits Can Help.

Mental health is directly (Read More) affected by our physical and emotional well-being, especially in the senior years. Here are several Medicare benefits you may not be aware of that can help seniors maintain good mental health by staying physically healthy.* Your doctor will create or update a personalized wellness plan based on your current […]

In The Loop Newsletter March 18, 2020

Click here to view the March 18, 2020 edition of In The Loop

The post-baby dilemma: stay home or return to work?

The average cost (Read More) of raising a child (from birth to age 18) for a middle-income family is $233,618. And that doesn’t include the cost of college, which is on the rise and outpacing inflation. 1 In fact, the cost of raising a child has increased greatly – by 40 percent from 2000 to […]

Navigate the hidden risks of IUL Bonus Multipliers

Click here to view the AIG Carrier Spotlight Dated March 14, 2020.

Living Benefit Buy Sell – Presented by Mutual of Omaha

View the webinar recording of the Mutual of Omaha webinar Dated March 11, 2020

In The Loop Newsletter March 11, 2020

Click here to view the March 11, 2020 edition of In The Loop

Living Benefits That Truly Last A Lifetime

Click here to view the OneAmerica Broker World article dated March 2020.

Flexible planning with John Hancock’s Protection UL

Click here to view the John Hancock Carrier Spotlight dated March 10, 2020.

So, You Have an Estate Plan … Now What?

These legal documents can’t just (Read More) be put in a drawer and forgotten for years and years. They need to be tended to periodically, or else they may cause problems when you need them the most. Congratulations!

Are your clients looking for a SMART approach to accumulation?

Click here to view the Global Atlantic Carrier Spotlight dated March 7, 2020.