International Benefits In The 21st Century

In today’s business world, long gone are the days of regionalism and local sourcing as companies of any size across many fields conduct business on a global scale.  Almost every inch of...... 

Partnering With CPAs To Cultivate New Clients

Working at an insurance marketing organization (IMO) for fourteen out of my eighteen years in the insurance industry, the most common inquiry I receive from an insurance professional is the request...... 

Adding To Your 2017 Agency Revenue Without Really Trying

There probably isn’t a brokerage agency that doesn’t want to grow its business in 2017. Adding a niche marketing program is one way to ensure that this goal will be met, but to be a successful...... 

The One Benefit You Cannot Afford To Not Offer

Keeping employees happy and providing them with a solid benefits package is an ongoing task for employers. Employees are averaging about four to five years at a job versus the 20 to 30 years people...... 

2016 Analysis Of Worksite LTC Insurance

The Milliman Long Term Care Insurance Survey has been published in Broker World magazine annually since 2005 and has covered worksite long term care insurance (LTCI) in detail since 2011.  The Worksite multi-life...... 

Taxation Of Policy Sales To Life Settlement Companies

When a life insurance policy is sold to a life settlement company, certain tax rules must be followed by the policy owner/seller.  This taxation is governed by Rev. Rul. 2009-13 where the IRS contrasted the taxation of a policy which...... 

3 Ways To Add Value To Life Insurance Benefits At No Cost

Americans are worried!  They are worried about getting sick as they age and those costs eating away their assets.  The biggest problem is that they are not doing any early planning for that financial challenge.

The...... 


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