by Jody Horetski | Nov 12, 2024 | Life
Jody Horetski Life Insurance Consultant Strengthening the Closing Game: A strong close includes establishing a trusting relationship with your clients through the entire sales process. It’s very important to remind yourself to resist the urge to just jump right into a...
by Chris Wholehan | Oct 31, 2024 | Annuities, DI, Life, Long Term Care
President, Wholehan Marketing Occasionally I find myself in a conversation that reminds me not to assume or take for granted the benefits that we, an Insurance FMO (Field Marketing Organization), bring to the marketplace. Sometimes a rep. that I’m engaging will...
by Jessica Hernandez | Oct 21, 2024 | Life
Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...
by Jody Horetski | Sep 30, 2024 | Life
Jody Horetski Life Insurance Consultant ~A Financial Head Start for Added Peace of Mind~ When clients think about purchasing life insurance, its usually for themselves and often tend to overlook the idea of purchasing life insurance for their children. Children...
by Cody Smith | Sep 10, 2024 | Life, Uncategorized
Cody Smith Life Insurance Consultant When preparing for retirement, there are many different paths one can take to achieve one’s income goals. While life insurance plans are traditionally not thought of as ways to build wealth used in retirement, certain policy...
by Jack Nachtrab | Sep 3, 2024 | Life
The Supreme Court recently made a ruling in Connelly v. United States that has drastically changed the tax treatment of death benefit proceeds for buy-sell life insurance owned by a business entity. The case focused on how to value a company for estate tax purposes...
