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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
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 […]
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.
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
Life Insurance Awareness Month In The Middle of a Pandemic
by: Mark D. Milbrod, CLU, CLTC When I first started in the business, I worked for The Prudential as a District Agent. As “the new kid on the block,” the old time agents in the office would tell me that I would never understand this business until I delivered my first death claim. Fast forward […]
In The True Spirit Of The Olympics…
By: Mark D. Milbrod, CLU, CLTC I don’t know about you, but I’m an Olympic junkie. I can’t get enough of it. Although the Swimming and Diving are probably my favorite, I so look forward to my fix of Water Polo every four years (or in this case five). I am an awe of all […]
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
With Potential Tax Law Changes- Now Is The Time To Review Life Insurance
Gary Bleetstein Senior Vice President Agent Support Group The current agenda being discussed in Congress has some proposed changes that
9/11 remembered by Agent Support Group
By Jay Scheiner JD CLU Executive Vice President Agent Support Group We at Agent Support Group remember the 20th anniversary of September 11, 2001. As a premier life insurance brokerage agency based in Midtown Manhattan, we were there during the chaos of that day and the aftermath. Many of our producers lost clients when the terrorists […]
Life Insurance As An Asset Class
Sam Kaufman, President, Agent Support Group The best sales concepts are often those that have been tried and true. Life insurance as an “Asset Class” is a sales concept that has withstood the test of time and I was reminded of it recently when an advisor requested Survivor Life illustrations form clients ages 72M and […]