Josh Jackson

Frustrated with the “typical” life insurance sales cycle?

Client apathy. Stale sales pitches. An oversaturated marketplace. Too many products to choose from. An insurance agent on every corner, not to mention online insurance sales sites. Cold leads. Any of these sound familiar? Unfortunately, I’d be willing to bet that they do. So how do you differentiate yourself (and earn a living) amidst all […]

Top 11 Ways to Reach New Clients and Build Your Life Insurance Sales

By now we all should know how important life insurance is – after all, it’s Life Insurance Awareness Month! According to a recent LIMRA study, only 63% of Americans have life insurance, but a whopping 97% say that life insurance is important to them. This means that almost 40% of consumers don’t have life insurance, […]

Top 5 Essential Things Your Clients NEED To Know About LTC

Long-Term Care (LTC) insurance seems fairly straightforward at first glance, but many clients and producers alike may not understand how it really works, or how important LTC really is to a secure retirement. Read on for the Top 5 Essential Things Your Clients NEED To Know About LTC! 1.) A traditional LTC policy isn’t cheap… (but it’s worth […]

What Does AG49 Mean For You?

For over a month now, producers and carriers alike have been busy adjusting products and procedures to comply with Actuarial Guideline 49 (AG49), a new rule adopted by the NAIC in mid-June of this year. After literally years of deliberation and input, AG49 implements more “realistic” guidelines for the illustrated crediting rate assumptions used by […]

Top 5 Reasons Why Producers Don’t Sell Disability Income Insurance (and How to Change This!)

As many producers in our industry have discovered, cross-selling can be a lucrative part of your practice. While many of us out there have a “favorite” line to sell (life insurance, annuities, health insurance, etc.), secondary product lines such as disability income (DI) insurance are unquestionably a vital component of a client’s overall financial plan. However, many […]

Mother’s Day 2015: Top 6 Things To Remember When It Comes To Your Female Clients

With Mother’s Day right around the corner, many of us find our thoughts turning towards the special women in our lives. But did you know that there are some unique things to take into account when it comes to planning for your female clients? When it comes to life insurance and retirement, studies have shown that […]

The True Cost of Alzheimer’s

Alzheimer’s. What comes to your mind when you hear that word? To a lucky few, it’s just a word. But to others, just the word alone is enough to stir up some deep emotions. Many of us can envision and even accept losing our health as we get older; that’s usually a fact of life. […]

How One Small Case Could End Up Changing How You Do Business… In a Big Way

Why Maintaining Your Responsibilities To Your Clients Is Becoming More Important Than Ever _________________________________________________ Have you been avidly following the Rafert v. Meyer case that was recently remanded from the Nebraska Supreme Court? No? Well, don’t worry – you’re not alone. Rafert v. Meyer is primarily concerned with the express and implied duties of ILIT trustees, […]

Are Your Clients Being Put in a “Taxing” Situation?

All financial puns aside, have you been hearing rumblings about the IRS and their new “One-Rollover-Per-Year” rule? In case it hasn’t landed on your radar just yet, the new rules state that you can only make ONE rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of how many […]

Show Your Clients The Benefits of Being a “Control Freak”

Have you ever been called a “control freak”? Many of us are familiar with the term; you may have even been called it yourself! (I know I have.) It is almost universally perceived as negative, or even an insult. However, how often have you really sat down and thought about it? Many of us are […]