Spousal Lifetime Access Trust (SLATs)
In case you missed it, the webinar replay is available on demand.
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Corissa Santos
About Corissa Santos
Posts by Corissa Santos:
7 Things Every Advisor Should Know About Whole Life Insurance
Join Dan Foley, CLU®, Senior Vice President, Marketing and Timothy Luberecki, ACS®, AFSI®, FLMI®, Senior Product Market Analyst, as they discuss the key elements of whole life insurance that every informed life insurance advisor should know.
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Unexpected Gratitude Welcome
When delivering “White Glove” service, it is important to consider recognition and appreciation programs that celebrate your top clients, advisors, and centers of influence. It’s one thing to process and service someone’s business..
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Check Your Knowledge : Trust Planning
Leverage life insurance in a trust strategy to unlock advantages and benefits to help clients leave the greatest legacy possible. Help meet wealth transfer goals, including protection from taxes and creditors and addressing privacy and probate concerns.
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Upcoming Changes to Securian Financial’s IUL Portfolio Management
Securian Financial is changing the way they manage IUL portfolios starting September 15, 2023.
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Updates To The RGA-LIBRA FAC Program
This month’s LIBRA Underwriting Symposium was filled with important information, productive conversations, and great energy. During the event, several exciting announcements were made regarding the RGA-LIBRA partnership…
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Advanced Markets Online Update Now Available
A newly updated version of Advanced Markets Online (AMO) is now available through your Advanced Markets Resource Center.
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One America Expands Joint Asset Care Offering
Effective July 26, 2023, the joint option on OneAmerica Asset Care will include the 4% acceleration option.
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It’s Not How You Feel That Determines How You Act
It’s how you act that determines how you feel. In order to be successful in sales you need to gain self mastery over your feelings. Listen to this short video with a few helpful tips on this subject.
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Buy-Sell Plans and The Changing Landscape
In the realm of business planning, there are several paths that business owners may take to achieve their succession and estate planning goals. It is essential to tailor the right buy-sell plan and fund it, but it can be just as important to follow the formalities of the plan established.
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