Leveraging the SECURE ACT

Leveraging the SECURE ACT

by: Mark D. Milbrod, CLU, CLTC Sales Vice President   With change comes opportunity. And so is the case with The Secure Act. Setting Every Community Up for Retirement Enhancement Act of 2019 was approved by the Senate on December 19, 2019. Here are the key...
But Wait… There’s More !!!

But Wait… There’s More !!!

by: Mark D. Milbrod, CLU, CLTC When I look back at this industry, I am amazed at how far it has come.   The changes and innovations that have taken place have transformed how we conduct our business. Most industries have experienced a great deal of disruption and the...
Fall into Policy Audits

Fall into Policy Audits

by: Mark D. Milbrod, CLU, CLTC-September, 2019   As we enter the last quarter, we are all thinking about how our sales year will end. Will I finish strong? Will I hit my goals, etc.? In an effort to bolster activity for year end, as well as giving us momentum...
The Whole Life Foundation

The Whole Life Foundation

by: Mark D. Milbrod, CLU, CLTC-July 2019 When it comes to Life Insurance sales, one of the most dynamic products still available is a good old fashioned Whole Life Insurance policy. But as it turns out, unless you are captive to one of the few major mutual companies,...
Life Insurance, The Original Go Fund Me Page

Life Insurance, The Original Go Fund Me Page

by: Mark D. Milbrod, CLU, CLTC-June Blog Sales Vice President   I would like to start off with a piece that was written back in 1929 by Jack J. Leterman, who established the first John Hancock Agency in the state of Virginia.   As a veteran with over 30 years in this...