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 execs 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,...
Changing Trends – What They Mean

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...
Policy Review, Best Practices and Best Interests

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...
I’m Dead. Now What?

I’m Dead. Now What?

Jay Scheiner JD CLUExecutive Vice PresidentAgent Support Groupan AmeriLife company 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...