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 a foreign national could benefit from a U.S. IUL policy
Whether one is classified as a resident alien (permanently resides in the U.S.) or non-resident alien (has their primary residence in a country other than the United States), international clients face a number of complex financial planning challenges that could be addressed by the prudent use of a U.S.-based life insurance policy. Read More
AALU speaker: Watch for these 15 changes come 2020
By 2020, most life insurance and financial service professionals will belong to multigenerational professional insurance services firms. Wearable devices like smart watches will enable carriers to provide continuous underwriting and adjust premiums accordingly. Read more
Sen. Warren Targets Annuity Sales Incentives
Sen. Elizabeth Warren wants the 15 largest U.S. annuity issuers to send her detailed information on the expensive incentives annuity issuers use to get agents and brokers to sell their product, especially to those people nearing retirement. Read more