LIFE Brokerage

Advancing the Uses of Life Insurance: Five Strategies to Use in Today’s Legislative Environment

Adapting to the OBBB: Life Insurance Solutions for Modern Tax and Estate Planning

From Ed Slott to Action: Using the 24% Bracket Before It Disappears. A 30 minute case study.

Term Conversion Shake-Up: What Agents Must Know Now to Protect Client Options

Rescue, Refinance, or Reimagine: Premium Finance & Collateralized Whole Life in a High-Rate Era

Next-Gen LTC Planning: AI Tools, Insurance Solutions, and Tax-Efficient Funding Strategies

A Buy-Sell Agreement Shouldn’t Create a Tax Nightmare

Generational Wealth Planning with Life Insurance: Strategies to Build and Preserve a Legacy

Maximizing Wealth & Minimizing Taxes with Qualified Plan Solutions:

Ten Reasons Why Life Insurance is a Good Asset Class

The Connelly Case: A Summary and Action Plan for Life Insurance Professionals

Successful Annuity Strategies and Concepts

Selling Life Insurance in a Changing Legislative Environment (and Election Year!)

LIFE Roadshow

Selling Big Ticket Life Insurance Policies In Q3 and Q4

Life Insurance is the new stretchIRA: Secure Act 2.0

LIFE Foreign National Planning Video

Life Insurance in the business marketplace: Q2 2023

Volatility Buffer 1080p

7 Sales Ideas to Jump-start 2023

LIFE Seasons Greetings 2022

Life Brokerage Preview 1080p

Life Brokerage - November 2022 "Lunch n Learn"

Income Tax Planning, Guaranteed Income Streams, and Volatility Buffer with Defined Benefit Plans

Through the lens of a Multicarrier Solution

Navigating the Quandary of IUL crediting strategies

The New Wealth Transfer

Buffering, Inflation and the Quality Growth Sector

Top Agents: It's All About How They Sell, Not What They Sell

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