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Kestler Connection - 1/31/2012

Posted by: Kestler Financial Group on 1/31/2012 | 0 Comments
Inside this Issue:

  • Electronic MDRT Certification Letter will be available soon! 
  • Are People Really Retiring Later? 
  • Buying Behavior: How 2011 Will Affect Annuity Sales in 2012
  • Weekly Economic Update 
View the full email here.
Categories: Kestler Connection

No Man is an Island

Posted by: Jeff Reed on 1/31/2012 | 0 Comments

Or woman for that matter.  What do I mean?  It all started with a conversation I had this week with a prospective producer.  He was referred to me with a heads up that he works with a few insurance carriers direct, and had a case that had been declined. 

Categories: Life/LTC

Is 105 the New 120?

Posted by: Jeff Reed on 1/24/2012 | 0 Comments

The carrier community continues to struggle with the economic environment, and keeping up with all of the price changes, restrictions on lump sums and the like is almost a full time job.  There are, however, some patterns emerging.

Categories: Life/LTC

Kestler Connection - 1/17/2012

Posted by: Kestler Financial Group on 1/17/2012 | 0 Comments
Inside this Issue:

  • Important appointment renewal changes for FL producers
  • New Annuity Forms Now Available for Illinois
  • 2012 Tax Summary information updated
  • Helping you process your applications quicker
View the full email here.
Categories: Kestler Connection

Nothing Left To Give

Posted by: Jeff Reed on 1/17/2012 | 0 Comments
Late last year we talked about a design using a single payment into a Survivorship Guaranteed UL that allowed the premium payer to leave the money to season and then take it all back, resulting in a paid-up contract with a reduced face amount.  That little conversation opened up a small flood of discussion and planning ideas using a loan to an ILIT as the mechanism for moving money into the trust.
Categories: Life/LTC
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