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Latest Video
The Rule of 25
Indexed Annuity Leadership Council
When considering your plan for retirement, indexed annuities can add balance and give you some peace of mind— no matter what happens on Wall Street.
Long-Term Illness Happens Unexpectedly
Repurpose your current life insurance policy to include living benefits that will provide you, as the insured, funds for Loong Term Care. The team at Agent Support Group, an Amerilife company, will show you how easily you can start protecting yourself against the unexpected cost of Long Term Care.
Marks Barks Blog
In The Media
There’s Gold In Them Thar Hills!
I know that most of you either don’t include Life Settlements as part of your everyday routine, but it is something that needs to be discussed.
There Are Worse Things In Life…
By: Mark D.Milbrod, CLU, CLTC, Sales Vice President “There are worse things in life than death. Have you ever spent an evening with an insurance salesman?” That is a quote from Woody Allen. Although it is funny, it is an unfortunate stereotype that is often attached to insurance salespeople. If you want to clear a […]
June Is Annuity Awareness Month
By: Mark D.Milbrod, CLU, CLTC, Sales Vice President Very often, annuities get some bad press. One firm in particular even went as far to proclaim that they “HATE” annuities. That’s unfortunate because they really don’t tell the entire story. June is Annuity Awareness Month so in the spirit of that, this month’s post will be […]
Are You Living Up To Your Client’s Expectations?
In 2021, The research firm, Spectrem Group, conducted a study of wealthy investors. The nature of the study was to determine what services this group expected vs. the services received from Advisory/Wealth Management firms. The results were not surprising. These firms did an excellent job when it came to overall Financial Planning & Investment Management. However, they did fail to provide services in areas such as Estate Planning Advice, Life Insurance, Long Term Care and Business Succession Planning:
Using Tax Returns As A Blueprint For Future Sales
By Mark Milbrod, CLU, CLTC As we approach this year’s tax deadline (everyone’s favorite day), our clients have been preparing their tax documents and will be filing their 2021 Tax Returns. And as American as apple pie, our favorite Uncle has his hand out for his piece of it. Tax season is upon us and […]
Love Is In The Air
One of the first things that comes to mind when February rolls around is Valentine’s
The New Year And The True Cost Of Waiting
Reflection. Something we do every year around this time. We are ushering out an old
Diamond Earrings, Video Games & An Oculus – The True Meaning of the Holiday Season?
Sales Vice President Isn’t that what it’s all about? Stuff !!!!!! Despite supply chain issues, COVID
The Long Term Care Storm
A forecast is always helpful. It helps us prepare for events that can severely impact our
Fall Is In The Air
I love the Fall. Of all of the seasons, it is definitely my favorite (and the reason why I will likely
Inflation Triggers Life Insurance Sales
By: Sam Kaufman, President, Agent Support Group Inflation is all over the news as the Federal Reserve increases key interest rates in an effort to retard its rapid acceleration. While retailers appear to be the first to notice changes in buyer’s habits as indicated by Walmart in their most recent quarterly financial report. Other industries, […]
Services- Expected or Received ?
Recently, there were several articles published regarding what a financial services client execs and receives from his or her advisor. In more reading and investigating I came upon some very interesting and disturbing facts.
The Suicide Clause Dilemma
By: Jay Scheiner JD CLU, Executive Vice President, Agent Support Group “Does life insurance pay off if a person kills himself?” That was the call I gotfrom a client—an old friend. I knew he had $5M of life insurance because Isold it to him; his CPA, a mutual friend, had referred him to me. “Why […]
Changing Trends – What They Mean
Sam Kaufman, President, Agent Support Group. As an aside, this past Friday I was asked to participate on a conference call with a group of lawyers and there advisor. The Partners had “Buy-Sell” insurance in place where the firm owned the policy and the beneficiary was split between the firm and the Partner’s named beneficiary. This was clearly a Goodman violation and I brought it to their attention which did not exactly make them happy. Their accountant, wait till you hear this, suggested they create a split dollar agreement to circumvent Goodman.
Policy Review, Best Practices and Best Interests
Gary Bleetstein, Senior Vice President, Agent Support Group - I have been in our business for over 35 years, and yes, the many changes have been extraordinary and I cannot express enough how important Policy Review, Best Practices and Best Interests go hand and hand in today’s marketplace.
I’m Dead. Now What?
What If? My father passed away seven years ago after Alzheimer’s slowly stole his mind and then his body. He was 93 and I miss him every day. Among other wonderful gifts my dad gave me, my mom and siblings, was a thick file called
It’s Time to Review Your Will – Tomorrow May be Too Late
Sam Kaufman, President, Agent Support Group It’s a new year and hopefully we can put some of our concerns of 2021 behind us and look
Happy New Year ( And Let’s Leave 2021 In The Rearview Mirror )
Gary Bleetstein Senior Vice President As we are now in the new year 2022, there is much to be appreciated as well as much to put behind
Learn From The Greatest Life Insurance Salesman Ever
By Jay Scheiner JD CLU Executive Vice President Agent Support Group Do you sell life insurance? Even if your primary
What’s Happening in Washington
Sam Kaufman, President, Agent Support Group The sparring continues in Washington on the fate of the new tax legislation that will be