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An Untapped Market?

Posted by: Jeff Reed on 10/25/2011 | 0 Comments
I read an article last week that discussed an underserved market in the life insurance industry - the under age 45 demographic. They provided some statistics and attempted to quantify the opportunity that exists in pursuing these younger clients, and it made me think: If this is such an underserved market, there has to be a reason (You can read the article here.). The next question, of course, was what is that reason?
Categories: Life/LTC

Kestler Connection - 10/25/2011

Posted by: Kestler Financial Group on 10/25/2011 | 0 Comments
Inside this Issue:

  • Set Yourself Apart with Wellness For Life
  • Updated CODs for Aviva Annuities
View the full email here.
Categories: Kestler Connection

Oh No, It's a MEC!

Posted by: Jeff Reed on 10/18/2011 | 0 Comments
Last week's missive started a discussion about single pay designs and the fact that they can create a MEC (and last week's design was, in fact, a MEC). For most of us, a MEC is something we have been conditioned to avoid at all costs. However, as last week points out, sometimes a MEC can be not just OK, but the most appropriate design.
Categories: Life/LTC

Kestler Connection - 10/18/2011

Posted by: Kestler Financial Group on 10/18/2011 | 0 Comments
Inside this Issue:

  • Aviva's Brand Campaign Update
View the full email here.
Categories: Kestler Connection

Just What the Doctor Ordered

Posted by: Jeff Reed on 10/11/2011 | 0 Comments
About a year ago, in anticipation of potentially increased tax rates in 2011 for most of our clients, I talked about tax equivalent yields using life insurance as an investment vehicle.  You know the story, the deferred taxation on inside build up in life contracts and the ability to take income as a loan make life insurance a potential solution to the tax bite that comes with investment success.
Categories: Life/LTC
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