Slack Glossary

Many of you are asking the meaning of all of the abbreviations we use: AP = Annual Premium APPS = Applications DK = Door Knock BAMFAM = Booked A Meeting From A Meeting MOO = Mutual Of Omaha (carrier) AMAM = American Amicable (carrier) JH = John Hancock (carrier) TRANS Read more

What is an IUL?

“Index Universal Life Insurance” 101 overview zoom training. We cover: what is a universal life plan  how does an index work  how to build value to a client  how does the cash value work  payment flexibility  underwriting  Q&A 

Advances and Chargebacks

It’s important that agents understand how they’re getting paid and how the carriers manage advances and chargebacks. With “household name” carriers like John Hancock, Mutual of Omaha, Americo, etc. this is very straightforward. The carrier will advance you 7-9 months of commission up-front. This lands in your checking account and Read more

Priorities

From the desk of Jeremy Laurin: Something I’ve recently realized is that most people have their priorities completely backwards. I’m meeting with this client, he and his wife make plenty of money, they have a beautiful house, two kids under 10 and two cars. We’ve been talking about insurance for Read more