3 Mark is one of my favorite offices to work with. There are a couple of reasons for this. First, the diversity of their distribution. They have agents, advisors, and other reps that can sell multiple products. This is great for us at Mutual of Omaha because of our diverse portfolio. It’s just working with the sales team to find the right distribution partners for or various business lines. Secondly, their commitment to pushing technology. The steps they have taken to increase their eApps and drop ticket is remarkable. Lastly, they are just a great team of people. They all welcome you with smiles when going into the office, just make you feel very welcome. Overall, market leading and a pleasure to work with!
May 24 edition of Producer Essentials
View the May 24, 2023 edition of Producer Essentials.
Webinar | Start from the Middle: Explore the untapped middle market
Watch the Allianz webinar dated May 24, 2023 at 3:00 pm Central. In this session, we will cover: Who is defined as middle market Positioning IUL Target demographic How to have the conversation Data points from a study done of middle Americans Case studies College funding Supplemental income How IUL is an under-utilized tool to […]
Webinar | The Tax Efficient Legacy | May 31 at 3:00 pm Central
Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.” This could mean a potential increase in taxes for your clients. Join Securian Financial with Advanced Sales Director Channing Schmidt […]