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!
File and suspend creates a Social Security insurance policy
While most advisors would typically counsel their clients to delay collecting Social Security for as long as possible in order to maximize the eventual benefit level, even the most prepared clients can find themselves facing unanticipated challenges — and expenses — once they actually reach retirement. Click Here to read more
7 ways you can work better with women
It is clear that women want and need help from the financial services industry, but they often don’t feel like the financial industry understands their unique needs, circumstances and expectations. Click here to read more
Insurance & tech: Use of e-signatures expected to increase
A recent survey by LIMRA reveals that 60 percent of insurance companies that sell their products through financial professionals use e-signatures. Click here to read more