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Tools to Build Business:

It's Disability Insurance

Awareness Month!

We have customized materials you can use to spread the word to your clients and prospects.


Contact Jeff to get started!

After “Yes,” Holding It All Together

Just keeping quiet may put the client in the mood to back out.

My Favorite Retirement Tool

The most important product a financial professional can offer may be awareness.

How Advisors Can Help Clients Age in Place

As clients age, staying in their homes may require significant upgrades.

Modified Endowment Contracts and the 7-Pay Test

The rules can lead well-meaning clients without good advisors into tax-rule maze.

Census Table Shows 37-Year-Olds Are Great Prospects

A new spreadsheet gives 2016 population estimates by single year of age.

Addressing the Myths of Long-Term Care

When it comes to LTC protection, it’s time to know the myths, master the facts, and have the conversation.

Help Clients Avoid the Double-Edged Risk of Waiting

A marketer talks about how to offer linked-benefit LTC products to younger clients.

Brighthouse Financial Unveils First Major TV Commercials

The MetLife unit hopes to establish the importance of predictability in retirement.

Consider Fixed Annuities for Your Client’s Fixed-Income Portfolio

For the right clients, the author writes, fixed annuities may offer many advantages over bond funds.

5 Uses for Life Insurance That Most People Haven't Thought Of

For your clients and prospects, your bread and butter may be as mysterious as nuclear physics.

Leveraging permanent life in retirement and protection planning

Many people may not be aware that a permanent life insurance policy may help them address a critical challenge their retirement portfolio could face: the sequencing (or order) of returns.

Bridge the gap with critical illness insurance

Few products can help bridge a gap quite like critical illness insurance.

Brighthouse Financial CEO shares his vision, goals, and values


Brighthouse CEO message

Six reasons Gen X lags in saving, planning for retirement

The uneasy financial situation that Gen Xers and millennials currently face is vastly different from what their baby boomer parents experienced at the same point of their lives.

Making the nest egg last: best products for senior clients

From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.

How to make term life insurance do more

By using more creative approaches that capture a client’s interest and imagination, advisors can deliver what clients want at a lower cost.

Life insurance prospects want a retail sales experience

A new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.

Tax season essentials: One tip that can make all the difference

Half of American workers could qualify for a key IRS tax credit, but many of them opt out. Here's why.

How to streamline the disability insurance claims process

For a client who is ill or injured, filing a disability claim may come during a challenging time in his or her life.

The secret to client retention

Of course you have to market to your clients. But to what end?

Agents and advisors: Salespeople or problem solvers?

Customers are much more interested in addressing their needs than being sold on your solutions.

Digital assets and estate planning in 2017

Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.

10 alarming facts about women and retirement risks

In recognition of National Women's History Month in March and International Women's Day on March 8, Transamerica released a study on retirement vulnerabilities unique to women.

The biggest problem with traditional retirement planning

One factor in particular can sidetrack a well-planned retirement portfolio. An annuity may be the solution.

Annuities: Preparing clients to retire at (almost) any age

There is no 'one-size-fits-all' retirement plan; each individual client deserves a customized solution that addresses their unique situation.

Six commonly asked questions about annuities during tax season

Clients often have questions around the taxable status of an annuity before they purchase.

Retirement: life’s most expensive purchase

A new report from Merrill Lynch and Age Wave says the average cost of retirement is 2.5 times that of the average house.

Life insurance challenges posed by marijuana and e-cigarettes

Life insurance carriers continue to discuss and evaluate the manner in which marijuana and e-cigarettes are addressed.

Starting relationships in a changing world

Better Prospecting! Advisors have an opportunity to fill the coverage gaps created by Social Security, Medicare and Medicaid.

7 ways to get even more referrals

Use these steps to get some very important people to contribute to your business.