Your one-stop digital resource for enhancing your connections with clients and building a more digitally-savvy practice. Client Connections brings together our signature tools and programs.
A change to the interest rate assumptions in Section 7702 went into effect January 1, 2021. Know what it is, and how the recent updates to Section 7702 impact new life insurance policies.
With Income Savvy, you can help clients make informed decisions about their retirement income and create a personalized strategy that includes protected lifetime income.
Client's generation and their stage of life are both important to consider when creating client recommendations. Learn what life insurance products to sell and how to sell it with Generation Station - a virtual tool to help you build a better-informed sales strategy.
