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!
How — and why — you should engage in multigenerational planning
You can have a fantastic relationship with a client. Retirement funds could be invested in the perfect product. Everything could be exactly on target to meet your life goals. But without realizing it, you could be just one serious health issue or life changing event away from all of those assets disappearing. Why? Because you’re […]
In the Loop – July 22, 2015
In the Loop Newsletter – July 22, 2015: Webinar on July 22, Carrier News, Interest Rate updates and much more!
The living benefits of life insurance: Eye on 2 riders
Most people have a basic understanding of life insurance: as a product that provides a death benefit for loved ones left behind. But what about using life insurance to protect against other financial risks? Learn More