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!
DOL releases fresh fiduciary rule FAQ for investors
EBSA’s (Read More)Phyllis Borzi said the second batch of FAQs are ‘meant especially for workers and retirement investors’
7 ways to win the hearts of critical illness insurers
A critical illness insurance policy pays a lump sum to an insured who suffers a covered health problem.
4 tax-planning tips for a fiscally healthy 2017
While it is always important (Read the Article) for clients to take stock of their financial health as we ring in the new year, planning ahead for the 2017 tax year can prove more valuable than ever, as the new presidential administration has promised several changes that could dramatically impact a client’s tax planning.