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Have your senior clients seen the television advertisements targeting the sale of their existing life insurance policies? 

Register for our next webinar featuring James Camper of Evergreen Settlements! Your clients NEED professional representation more now than ever before, or they could make a very costly financial mistake.  This 15-minute webinar will overview the critical steps to uncovering life settlement opportunities, best practices when engaging in life settlement transactions, and how to grow […]

Check out our pick for Annuity of the Month: Mass Mutual Ascend’s American Landmark 5

What are your pain points with fixed-indexed annuities?• Ever been burned by renewal rates?• Have you lost clients?• Missed annual review meeting to go over allocations? Options cost continue to rise putting pressure on carrier renewals.• Where do you think rates will go from here with options costs continuing to rise?• What will the renewal […]

Carrier Update: Lincoln will discontinue selling variable products: 

Lincoln VUL One and Lincoln SVUL One The close to new sales will be effective August 9, 2024. • All formal applications for Lincoln VULONE and SVULONE, including LincXpress(r) Tickets, must be received in good order at Lincoln by August 9, 2024. • All policies must be placed, and all placement-restrictive requirements, including premium, must […]

Carrier Update: Lincoln will discontinue selling variable products: 

Lincoln VUL One and Lincoln SVUL One The close to new sales will be effective August 9, 2024. • All formal applications for Lincoln VULONE and SVULONE, including LincXpress(r) Tickets, must be received in good order at Lincoln by August 9, 2024. • All policies must be placed, and all placement-restrictive requirements, including premium, must […]

The end of a chapter, but not the book.

Thanks for everyone involved in helping fill this place with memories. So long, 65 Madison Ave! Brokers!! please come see us at our new home base: 23 Vreeland Rd Suite 180, Florham Park, NJ 07932

Check out our pick for Annuity of the Month:

Mass Mutual Ascend’s American Legend 7   What are your pain points with fixed-indexed annuities?• Ever been burned by renewal rates?• Have you lost clients?• Missed annual review meeting to go over allocations? Options cost continue to rise putting pressure on carrier renewals.• Where do you think rates will go from here with options costs […]

So long Anthony!

Thanks for bringing your skills, happiness and joy to the office Anthony! The best intern ever. Good luck in Europe! (PS but please come back to us when you’re done!) Also thanks to thanks to Paul Garofoli of The Standard for stopping by for a little fun!