Sales – [BonkNote]

Sales – Index Sales ABCDEFGHIJKLMNOPQRSTUVWXYZ# B BTID – Buy Term Invest the Difference Back to top C Charitable Giving With Life Insurance Charity Owned Life Insurance Back to top D Dan Sullivan Dave Ramsey Deceptive Sales Practices Direct Selling Disclosure Disclosure – Index DIY – Do It Yourself Doug Andrew Doug Andrew – Missed Fortune…

Sales Sales – Index

2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight 2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight — [BonkNote] — [link] However, unless the L.I.R.P. is structured correctly, the expenses can overwhelm the growth inside the accumulation account. In order to maximize the impact of the L.I.R.P. strategy, a client…

IUL – Indexed Universal Life – Social Media 2023 1206 – I.C. Life / Michael Anthony Garcia – IUL AS A RETIREMENT VEHICLE??? THE DEBATE IS ON! GET TWO IN-DEPTH PERSPECTIVES ON THE IDEA! – [Bryan Jarrell] – https://www.youtube.com/watch?v=cXIwxmIX1LU Description: Bryan Jarrell and Michael Anthony Garcia have an in-depth discussion on IUL as a retirement…

1994 0313 – The Washington Post – Do Life Insurers Foul the Sales Pitch?, By Albert B. Crenshaw 1994 0313 – The Washington Post – Do Life Insurers Foul the Sales Pitch?, By Albert B. Crenshaw — [BonkNote] — [link] Joseph Belth, James Hunt, MetLife (LIRP-Life Insurance Retirement Plan), Regulators Joseph Belth – Whether this inaction is…

LIRP – Life Insurance Retirement Plan – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Affinity Life Back to top B Bobby Samuelson Back to top C CSO Back to top D David McKnight Dots – Letter Dots – Policyholder Runs Back to top F FSOC – MetLife FSOC – MetLife – Explanation of the Basis of the Financial Stability…

Insurance Sales Activities by Banks 1985 0911 – GOV (House) – The South Dakota Loophole, Jim Leach (R-IA) House – Committee on Banking, Financial and Urban Affairs – Subcommittee on Financial Institutions Supervision, Regulation and Insurance Insurance Sales Activities by Banks 1994 0203 – Congressional Record – Volume 140, Number 8 – [link] – congress.gov/bound-congressional-record/1994/02/03/senate-section Insurance…

Heroes of Zero heroesofzero.live/ Learn urgent, cutting-edge strategies to shield your clients from the coming tax storm. For the first time ever, renowned retirement legends David McKnight, Ed Slott, Tom Hegna and Van Mueller share the stage to bring you the most cutting-edge retirement planning education in the industry! Tom Hegna David…

Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…

Retirement Income Strategy 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, Society of Actuaries – [link] 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation – 104p Income Target Objective Model – Excel-DownLoad Income Optimization Objective Model