NAIFA ratchets up FI focus as DOL phases in fiduciary ruleBy Warren S. Hersch
(LifeHealthPro)
Wednesday, September 28, 2016
Convertible: Not Just for Sports Cars!
By Matt Kaas, Life Marketing Consultant
Convertible. Did you instantly think of the shiny red convertible that you have always dreamed of owning (or may be already sitting in your garage)? Well if you are anything like me, your first thought was convertible and renewable term life insurance, and convertibility options. 
Calculate Your Life Insurance Needs (Life Happens)
Calculate Your Life Insurance Needs (Life Happens)
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death, which depends on two variables:
Wednesday, September 21, 2016
#LIAM16
Fall is right around the corner...get a pumpkin spice latte or pay for life insurance instead?____________________
Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
When Your Life Changes, Should Your Life Insurance Change Too?
I found myself at a wedding expo once, helping set up behind the scenes. There were lots of vendors there with booths touting everything from catering, photography, and flowers, to honeymoon destinations and jewelry. On the way out it struck me – I had not seen a single vendor offering the protection of life insurance to young couples that were planning a life together.
Wednesday, September 14, 2016
Nearly half of IRA rollover assets “at-risk” under DOL rule
Nearly half of IRA rollover assets “at-risk” under DOL rule
By The LifeHealthPro Editors
(LifeHealthPro)
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Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
By The LifeHealthPro Editors
(LifeHealthPro)
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Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
Jimmy and Nancy Tang: Securing the American Dream (Video)
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| Play: https://www.lifehappens.org/videos/securing-the-american-dream/ |
(Life Happens)
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Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
Provision to kill DOL fiduciary rule included in new bill to replace Dodd-Frank
Provision to kill DOL fiduciary rule included in new bill to replace Dodd-Frank
By Mark Schoeff Jr.
(InvestmentNews)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
By Mark Schoeff Jr.
(InvestmentNews)
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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.
Wednesday, September 07, 2016
Asset-based long-term care: A versatile wealth protection weapon for financial professionals
Asset-based long-term care: A versatile wealth protection weapon for financial professionalsBy Pat Foley, CLU, ChFC
(LifeHealthPro)
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Please discuss how life insurance and annuities work with your clients, including fees, expenses and conditions. Note, in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser. If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the state(s) in which you conduct business.
Death Benefits in Limbo:
By Matt Kaas, Life Marketing Consultant
How to Check If You Are the Beneficiary of an Unclaimed Life Insurance Death Benefit
How many times have you purchased a Powerball or Mega Millions lottery ticket? In 2015, you had a one in 292 million chance of winning the Powerball jackpot – those are some seriously small odds! You have a far better chance of being the beneficiary of an unclaimed life insurance death benefit. There is at least $1 billion in life insurance proceeds waiting to be claimed by beneficiaries, and the odds that you, or your clients, are one of them is 1 in 600. And although you won’t become a millionaire, the average unclaimed death benefit is $2,000 and has been as high as $300,000.[1]#LIAM16
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Materials available on the Life Happens website and within the Life Insurance Awareness Month campaign may not be compliance-approved. AAAE & Life Happens are not affiliated.
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