When we talk about helping clients “Do Life,” life insurance is one of the most foundational tools in the playbook. If you’re ready to elevate your life insurance conversations, you’re in the right place.
Allianz Automatic Risk Class Upgrades End on March 31, 2026
For a limited time, your eligible clients will be offered Allianz’s Preferred Plus risk class, up front and automatically - an upgrade that they might not qualify for under normal, business-as-usual rules.
The better their risk class, the lower their policy fees and charges throughout the life of the policy. That can help increase future accumulation potential - and that’s another way we can help you close more sales.
John Hancock Vitality PRO - New Rewards for Advisors & Client Engagement
John Hancock is excited to introduce John Hancock Vitality PRO - a bold new way to reward their distribution partners. This unique and innovative program adds significant value for your actions and recognizes you not only for your sales success, but also for your clients’ engagements.
Executive Carve Out LTC
When a company provides long term care coverage as an employee benefit, certain tax advantages may be available to the company AND the individual employee.
Estate Planning with Spousal Limited Access Trust
A SLAT is a irrevocable trust designed to give property to heirs without transfer tax consequences while retaining a limited right to the assets for the grantor’s spouse.
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