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!
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 […]
Social Security spousal benefits? More than half of people don’t know they have them
While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior. READ MORE
What’s the difference between chronic illness riders and long-term care insurance?
Baby boomers, one of the most populous generations in America, are on the precipice of retirement, if not retired already. Many are challenged with planning for future health care costs. Life insurance with a chronic illness (CI) living benefit rider may be the perfect financial solution for long-term care needs. Read More