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!
You can learn from these celebrity estate-planning blunders
Celebrities, they’re just like us. At least, they are when it comes to estate-planning mistakes. You’d think that high-profile individuals with substantial and varied assets, often-complex family lives and a team of high-powered advisors at their disposal would have this locked down, more so than your average American. Read
Challenge your clients to stay active during the holiday season with these strategies and techniques:
Between pies and cross-country travel, it can be pretty tough to stay active during the holiday season. A cornucopia of family obligations, work parties, and last-minute shopping means that hitting the gym often gets delayed or crossed off the schedule altogether. Not this year!
5 ways the new Department of Labor rule is a positive for the annuity industry
As many in the annuity industry continue to lament the coming implementation of the recent Department of Labor (DOL) ruling, the end result will actually be a positive for the annuity category. Read More