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Blog
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 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 Read more
Protected: A Quick Rant
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Protected: IULs for Small Businesses
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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 Read more
