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38 posts

Business Mortgage Leads Program

Many of us in the business have called on personal mortgage leads, which does not require life insurance.  However, to get an SBA loan the government requires life insurance.  Some banks actually require additional disability insurance (special kind) to collateralize the loan.  This is spelled out on our www.sbasuperclose.com and www.practiceloanins.com  […]

ABR-LTC-CC-TC Explained

ABR, LTC, CC, TC, and other confusing abbreviations Long Term Care in the past was the only way one could get coverage for extended stay or services relating to Convalescent Care or Supervised Care. Life Indemnity Critical Care, ABR and LTC Riders are most talked about today because if added […]

The Art of Big Cases

The Art of Big Cases This newsletter will be part 1 of 2 where the second one will be about concerns and characteristics of the big client.  Don’t ignore this article if you are in the marketplace as many professionals that have been in the business for a long while […]

25 Items Advisors Need

25 Items Advisors Can Find Opportunities with Their Clients and Look like a Hero at the Same Time If you read this and it sparks attention please don’t be afraid to call or email. Waiting or talking RMDs only at retirement. If they hate paying taxes now they will hate […]