Tuesday, March 9, 2021
Join us on 3/25/21 at 10:00 AM EST, as we explore solutions and sales concepts in the specialized LTC market. Gain a deeper understanding of LTC planning, products, and benefits that will create new business opportunities and provide your clients peace of mind. We will be joined by two experts from our carrier partner, John Hancock. Don’t miss it, register here.
For life insurance clients looking for strong, guaranteed protection with equity-based growth potential, show them how the new Protection VUL can give them the confidence to “stay the course” with their financial plan by offering a competitive guarantee to age 100 — and so much more.
The estate tax planning environment has changed radically over the past few years. There’s no better time for clients to consider their estate and life insurance planning. This brochure highlights various estate planning techniques that may be advantageous for clients.
A well-written underwriting cover letter can help make a difference in securing your clients the life insurance coverage they need. But, what makes a valuable cover letter? Click here to learn more.  
If your clients experience a chronic or terminal illness, it's nice to know they have options. Mutual of Omaha includes Accelerated Death Benefits on their IUL policies at no additional cost and with no additional underwriting. Learn how these riders work.
We can handle all your underwriting cases. With our experience and determination, we know what it takes to get your most difficult cases placed. Click here to view our latest case studies.
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   [email protected]