3 Mark Salt Lake | Simplifying the Life Brokerage Experience for Independent Advisors

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  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

Industry Hotline

Medicare Can Be Complex. Our Guide Puts It in Plain Language.

7/31/2017

 
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And since Medicare doesn't cover everything, our guide also spells out other options that can be used to help pay for healthcare expenses in retirement. Download the Guide Now

DOL Do’s & Don’ts

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Check out our suggested best practices for producers when selling life insurance in a post-DOL Fiduciary Rule environment. It’s also a great reference tool to keep on-hand after completing our DOL training course! DOL Check-list

Closing the Retirement Income Gender Gap

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Prudential's newest report provides insights that can help employers improve the retirement security of all their employees, while also achieving better business outcomes. Access the Full Report

Help Women Maintain Their Independence with LTC Planning

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Older parents and grandparents can help satisfy an important planning need for their children and grandchildren, while leaving a lasting legacy. Look in your book for clients who may be gifting annually to their children or have contributed to a 529 for a grandchild. Here’s an example of how annual gifting can help fund LTC protection for the next generation and beyond.

Safely Grow Retirement Savings in a Rising Rate Environment

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Interest rates may be on the upswing, but that’s not necessarily good news for your retirement savings. Those bonds you might call your “safe assets” are actually losing value as interest rates move up. Learn more. ​

Tremendous Opportunities in the Multicultural Market

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Our new report gives strategies, ideas, and insights that can help you tap into the increasingly diverse multicultural market and position your business for long-term growth.Read More


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