News
Asset-based LTC sales strategy – a SPLIT 1035 exchange
We wanted to share an Asset-based LTC sales strategy that we are seeing success with amongst advisors, a SPLIT 1035 exchange strategy with Securian. Let’s say you have a male client age 55 with a $200K old permanent life policy, and he would like to repurpose the policy for Long-Term Care, and maintain some Death […]
Symetra Launches First of its Kind Cancer Care Rider
A rider package offering a unique combination of cancer care benefits and services to help clients live longer and healthier lives.. Whether it’s through a friend, family member, colleague or your own diagnosis, we’ve all been touched by cancer in some way. Nearly 40% of Americans will be diagnosed with cancer in their lifetime,* and it’s […]
2024 M. Williamson Insurance Services Men’s March Madness Tournament Challenge
Bracket is officially live and open to make picks! FREE to Enter – 1st, 2nd & 3rd Place Winners receive Prize! To register and make your picks Click Here
A Solution for your Declined & Postponed Clients
Never show up empty handed again when delivering bad news to your client. When faced with the unfortunate situation of a valid* postponed or declined life insurance application, it’s essential to provide alternative solutions that offer peace of mind without breaking the bank. That’s why we’re recommending you offer Accidental Death Insurance. Here are some […]