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!
Alleviate Some of Your Clients’ Fears With Life Insurance
Alleviate Some of Your Clients’ Fears With Life Insurance
A fiduciary-rule lawsuit fails
A fiduciary-rule lawsuit fails. A federal judge rejected a request from an insurance-industry group to block a new rule on retirement advice, handing an early victory to the Obama administration in its defense of the landmark regulation against a series of legal challenges. Friday’s ruling by the U.S. District Court in Washington involved a case […]
Incorporating behavioral finance into Social Security strategies
It turns out that the principles of behavioral finance are not limited to investment strategies. They can apply equally as well to Social Security planning. Roughly 10,000 baby boomers will turn 65 every day for the next 14 years, and when they do they will have to navigate over 2,700 rules on benefits claiming. Read […]