Help Clients Avoid a Tax Surprise in Retirement
Take the Tax Challenge with clients and help them put the power of life insurance to work. Look at clients’
Corissa Santos
About Corissa Santos
Posts by Corissa Santos:
It’s Important for Your Clients to ‘Answer the Call’!
APPS NW is intent on keeping your clients and their examiners safe, which is why it’s so important that when
Unlocking Business Planning Opportunities in 2021
John Hancock’s newest podcast focuses on potential legislative changes that could affect small business owners, highlighting how they can navigate their
No One Knows What the Future May Hold.
If your clients experience a chronic or terminal illness, it’s nice to know they have options. We include Accelerated Death
Protective Classic Choice Term Now Offers New York Clients Even More!
Offering the best term price to your clients is key. Now, you can offer a lower price and longer coverage
How Long Have You Been Selling?
The length of time you’ve been selling does not automatically equate to sales success. Read more in the brief scenario
Understanding Elimination Periods
Show your client how calendar day elimination periods can help them receive their policy benefits sooner. February 16, 2020 Understanding
Tax Bracket Risk Brochure 2021
Tax season is a great time to discuss the advantages of an IUL policy. Use our newly updated Tax Bracket
The Case for Tax Diversification in Retirement Planning
Don’t put all your tax eggs in one basket. Does your clients current retirement plan consider future tax exposure? Read
New Solutions for a New Year
View these two new resources to use with business clients. _ Enhanced Principal Deferred Compensation – Select Reward _Enhanced Principal