The Coming Long Term Care Storm

The Coming Long Term Care Storm

By: Mark D. Milbrod, CLU, CLTC A forecast is always helpful. It helps us prepare for events that can severely impact our lives. That’s why millions of us look to The Weather Channel when there is a storm coming. We want to know the facts. We want to know what is...
Inflation Triggers Life Insurance Sales

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...
Services- Expected or Received ?

Services- Expected or Received ?

Gary Bleetstein, Senior Vice President, Agent Support Group Recently, there were several articles published regarding what a financial services client expects and receives from his or her advisor. In more reading and investigating I came upon some very interesting and...
The Suicide Clause Dilemma

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,...