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 fiduciary rule survives omnibus bill
DEC 17, 2015 | BY NICK THORNTON On Tuesday night, the Department of Labor’s proposed fiduciary rule survived what many viewed as a significant threat when the U.S. House of Representatives released next year’s omnibus spending bill. No defund rider, no alternative legislation, no required new comment period Missing from the more than 1,000-page bill document […]
3 ways to minimize the tax burden on retirement income
Benjamin Franklin once said, “In this world nothing can be said to be certain except death and taxes.” That said, it is possible to reduce the tax burden—on retirement income. Read more.
In the Loop – December 16, 2015
In the Loop Newsletter -December 16, 2015: Upcoming Webinar, Carrier News, Interest Rate updates and much more!