Marketing pieces and sales videos.

Looking for positioning strategies? Use the following to better frame strategies and advanced concepts.

Private Placement VUL Overview (1)

Protective vs. Lincoln Level Pay

Simplified Issue VUL and Roth Alternative

Pitch perfect; learn the ins and outs of VUL products and be prepared to sell.

The Road to $1 Billion AUM

When you get a cup of coffee and put creamer in it, you still call it a cup of coffee despite the fact it isn’t completely black. A good 90% of what you’re drinking is coffee, so by majority rule, you call it coffee.

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Overfunded VUL

If you knew you were going to live to age 95, would you buy life insurance?

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Offer Dimensional Funds Tax-Free

You know the Dimensional investment philosophy. You believe in the substantial research and science that backs up their portfolio management decisions.

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Want to Make That a Combo Meal?

Almost everyone in this industry has heard the statistics around the need for long-term care (LTC). Most of us have probably heard the stats so often, we’ve become completely numb to them.

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Q&A With Dan Harty: Principal's BOES

In my conversations with BGAs regarding the business market, there is one carrier that comes up almost every single time; Principal Financial. Principal is highly regarded as one of the most knowledgeable and experienced carriers in the business planning space with their Business Owner and Executive Solutions Team (BOES).

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