Life Insurance

Passion for Life – Ep 4. Control The Thing We Can Control

Topics: Finseca Foundation, Life Insurance, passion for life

Episode Summary: Nearing retirement and initially a bit hesitant when it came to financial planning, an educator developed trust for Ryan Smith, a financial advisor with Equitable Advisor through a series of earnest conversations and smart, strategic advice. Ryan’s impact on his client was deep and long lasting, affecting not only the few years…

House Reconciliation Package Includes Grantor Trust Revisions – Impact to LI

Topics: 2021 Tax Reform, Estate tax, Grantor trusts, Life Insurance, Tax, Trusts

September 21, 2021 Chapter 16 – Special Rules for Grantor Trusts If enacted into law, section 2901 of the internal revenue code would have significant impact on estate planning strategies that utilize grantor trusts. Grantor trusts have been utilized extensively in estate planning because of its unique property – namely, the grantor is considered the…

HPOF Campaign Webinar: Independent Distribution Leaders Discuss Thriving in a Pandemic

Topics: advocacy, Life Insurance

Member content, like this recording, is meaningfully subsidized by membership dues, and therefore is exclusively reserved and intended only for Finseca members as a valuable member benefit. We do not endorse or encourage members to share outside the Finseca membership without written permission from Finseca, which can be obtained on a case by case basis…

A Finseca Advanced Markets Insight: A perspective from Lawrence J. Rybka, JD, CFP ® Chairman and CEO of Valmark Financial Group

Topics: advocacy, Life Insurance, service

Member content, like this recording, is meaningfully subsidized by membership dues, and therefore is exclusively reserved and intended only for Finseca members as a valuable member benefit. We do not endorse or encourage members to share outside the Finseca membership without written permission from Finseca, which can be obtained on a case by case basis…

What is whole life insurance?

Topics: Financial Security, Financial Security Brief, Life Insurance, Permanent Life Insurance, Whole Life

Need resources to help inspire your clients to come to the planning table and educate them on key life insurance concepts? Use this Financial Security Brief to help educate your clients as part of your consultative sales process. For more resources, visit your Financial Security Intelligence center here. This Financial Security Brief is FINRA reviewed.…