Weekly Advisor Newsletter
Recent Carrier & Product Updates
Upcoming Webinars
Understanding Social Security & A Look at the Bigger Picture

When: February 14 @ 10:00 am CST | 30 min.
Sign Up: Register Now

Jody Harris worked for the Social Security Administration for over 34 years, 10 of those years serving as a Public Relations Officer. Now, Jody is a Social Security Consultant, utilizing his extensive experience within the financial community to educate advisors on what to expect from Social Security, and how to identify sales opportunities within retirement income planning. Please join us for a 30 minute webinar on February 14th with Q&A to follow.
2017 Tax Cut & Jobs Act - What it Means For You and Your Clients

When: January 24 @10:00 am CST | 45 min.
Meeting number: 715 480 441

As a bonus we have also asked AXA to review tax basis rules so Business Owners receive the maximum cost basis step up for buy sell agreements. 

For additional information contact: Michael E. Kepesky, JD CFP CLU ChFC, Director of Advanced Markets

This Week's Highlights
Disability Insurance Insights - The Wall Safe
W. Harold Petersen, December 2017

Some words of wisdom to pass on to your clients: Learning about disability insurance may seem boring to most, and to many, it may seem like a lousy, uninspired product. But from the dull words of policy terms and definitions come some very exciting situations and ultimate solutions to some of life’s greatest problems.  
Check Out Even More Great DI Videos, Statistics and Marketing Materials From LifeHappens.org
Grow Your Business with Life Insurance Review!

According to the Facts About Life 2016 report, from LIMRA, Approximately 40 percent of American households recognize that they need more life insurance. LIMRA estimates that 48 percent of households have a life insurance coverage gap of $200,000 on average.
Get Started With These Helpful Links!
Roses for Someone Special

Get a dozen red roses delivered just in time for Valentines Day for business during the month of January.

Life Insurance
Formal submissions with $3,000 & above target premium submitted between 1/1/18 & 1/31/18.

Annuities
$75,000 & up, with a minimum 5 year duration, placed inforce between 1/1/18 & 1/31/18.
Contact Sales for Additional Information on Qualifying Business.
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