Posted by:
Jeff Reed on 6/28/2011
We have all received these from an insurance company. Either via email or snail mail, the impact is the same – something has gone very wrong on your life insurance case. What separates the amateurs from pros is knowing how to avoid this in the first place, and then what to do about it when the inevitable happens and a “new finding” comes up during the underwriting process.
Posted by:
Kestler Financial Group on 6/28/2011
Inside this Issue:
- ARE YOU ON THE KESTLER LEADERBOARD?
- Aviva Annuities - July Rates
- New Appointment Requirements for Solicitation of Business
- Unlocking the Power of Social Media
- 2011 Centaurus Wealth Management Event Calendar
- Idaho Insurance Bulletin 11-03 - Rebates/Inducements
- Join Aviva for a Live Webcast in July & Win Prizes!
- Lifetime Solutions Annuity Now Available in DE
View the full email
here.
Posted by:
Kestler Financial Group on 6/21/2011
Inside this Issue:
- Registration now open for August ATE!
- 2011 Centaurus Wealth Management Event Calendar
- Aviva's Mart Heitz Makes Plans to Retire
- Aviva's Lifetime Solutions Annuity Now Available in MN
View the full email
here.
Posted by:
Jeff Reed on 6/21/2011
Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales
I am in the process of wrapping up a 1035 exchange case with one of my producers out of New Jersey this month. Given that it was a New York case and therefore subject to Reg 60, this has been in the works for a while. As pleased as I was with the outcome of this case, it serves as a bit of a cautionary tale in two very important ways.
Posted by:
Kestler Financial Group on 6/20/2011
According to Tom Hopkins, lecturer and sales trainer, in order to eliminate the fears of investors today, you must become a master questioner. He suggests three strategies to help you in this process...