We give you solutions in a soundbite. These short videos will help you break down complex topics into ideas simple enough that you can start a piece of the conversation – with your clients or our team. Browse the library then contact us to go deeper on how to apply an insurance solution to your business.
Financial Industry
All I Want For Christmas
What your clients really want for themselves and their family may not be on their letter to Santa. Join us in the North Pole to see what is making its way under the tree this year. No peeking - but we hear it provides peace of mind and financial security!
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1 minutes
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Long-Term Care
The Challenges of Self-Insuring LTC — Matt's Story
Self-insuring is a plan for long-term care — but it may not be the best plan. Regardless of your client's net worth, make sure they understand the impact care can have on unprepared family members. Show this to your clients to start an LTC conversation.
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3 minutes
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Life Insurance
Guarantee Income and Legacy with Annuity Arbitrage
For individuals approaching retirement, balancing income, lifestyle and estate planning is key. Annuity Arbitrage supplements retirement income and funds a life insurance policy, creating guaranteed income for life and the potential for leaving a legacy.
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1 minutes
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Life Insurance
Buy It For Your Beneficiaries
What will happen around your table after you're gone? The decision to purchase a life insurance policy can provide a very different outcomes for those who live on after the death of their loved one. Commit to protect those who rely on you.
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1 minutes
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Life Insurance
What is Cash Value Life Insurance
Lifelong coverage. Tax-deferred growth. The ability to borrow against the policy. Depending on your client's risk tolerance and financial goals, these could be achieved with a cash value life insurance policy. Find out how it works and the costs involved.
Disability Insurance
Key Person Disability Insurance
For business owners, people are both their biggest asset and biggest risk. Key person disability insurance can be a strategic tool for cash flow and leverage — safeguarding their business in ways you might not have thought possible.
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2 minutes
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Life Insurance
How Annuity Arbitrage Can Beat The 4% Rule
Income. Longevity. A guaranteed return. All the conditions are aligned to allow your clients to leverage the price discrepancies between insurance products. Walk through this clever way to build a tax-efficient legacy with predictable lifetime income.
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3 minutes
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Life Insurance
Lock in a Guaranteed Rate Of Return with Annuity Arbitrage
By combining life insurance and the income from an annuity, you can create guaranteed cash flow and a guaranteed return of principal — with a guaranteed internal rate of return of over 7% at life expectancy. Watch to see how it works!
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3 minutes
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Financial Industry
DOL Fiduciary Rule Put On Hold
The FACC, along with other smaller trade associations, has successfully filed an injunction against PTE 84-24, allowing independent agents to delay compliance until the final decision by the Fifth District Court. Find out what that means to you and what's next.
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3 minutes
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Disability Insurance
A Profitable Addition to Your Business
Unlike life insurance, disability insurance has renewals that pay year after year. As long as the clients keep their policy, you keep getting paid – meaning financial stability and predictability. Find out how it works and how you can stack renewals to make DI a profitable part of your business.
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1 minutes
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Retirement Solutions
Starting an Electronic Annuity Application
With an e-App, you can have your client sign electronically or print the application for them to sign — but everything will be in good order before submission.
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3 minutes
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Retirement Solutions
Collecting Wet Signatures for an Annuity e-App
With an electronic annuity application, you can still have your client sign with a wet signature. This tutorial shows you how to print a completed e-App form and upload the signed pages into the Luma platform for submission to a carrier.
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3 minutes
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