You’re Invited! Carrier Round Table Workshop Thursday, May 19th, 2016

Jerry Thomas Advanced Planning, AIG - American General, Business Planning, Carrier Round Table Wokrshop, Impaired Risk Underwriting, J.L. Thomas & Company Events, Life Insurance, Lincoln Financial, Linked Benefit Product, MoneyGuard, Protective Life, Prudential, Supplemental Retirement Planning Leave a Comment

Workshop Overview J.L. Thomas & Company will be hosting a Carrier Round Table meeting. This meeting will give you the opportunity to meet with carrier regional vice presidents (RVPs) to review trending sales ideas, services available to help your clients, and an overview of their underwriting advantages. Guests will be organized into groups of 5-8 and meet with each Round …

How to use Required Minimum Distributions (RMDs) to create a legacy.

Jerry Thomas Advanced Planning, IRA Stretch Planning, Life Insurance, Multi-Generational Strategy, Protective Life, Required Minimum Distributions - RMDs Leave a Comment

How to use your RMDs to create a larger estate for your kids and grand kids, to create a lifetime of giving. So you have two clients who are now age 70 and they are asking you what they should do with their RMDs they have to start taking. Their current plan is to gift it to their children with …

5 products changing the Long Term Care conversation.

Jerry Thomas AIG - American General, Asset Care I, Life Insurance, Lincoln Financial, Linked Benefit Product, Long Term Care Insurance, MoneyGuard, Nationwide, NLG SUL II LTC Rider, OneAmerica, Protective Extend Care Rider, Protective Life Leave a Comment

5 products changing the Long Term Care conversation. These products are being used to help clients plan for a potential long term care event. What makes these options most attractive is that these products provide flexibility and benefits that traditional long term care does not always provide… Guaranteed Level Premiums – Death Benefit Option Return of Premium – Coverage for Multiple Insureds …

3 ways to increase term life insurance sales… and how to make it easier to process.

Jerry Thomas 1 Page Life Insurance Application, AIG - American General, Banner Life - Legal & General America, Cincinnati Life, Easy Term Insurance, Insurance Company, JLTexpress App, Life Insurance, MetLife, Mutual of Omaha, Principal Financial, Protective Life, Prudential, Term Life Insurance, VOYA Leave a Comment

We want life insurance on all of our clients and we also want it to be easier to process. There are a couple ways to make it easier right from the beginning.  Consider these 3 things when writing term insurance. Quote multiple carriers the first time around. Clients want to know you can offer them the same low rates they …