Weekly Advisor Newsletter
Recent Carrier & Product Updates
Upcoming Webinar: Understanding Social Security - A Look at the Bigger Picture
Guest Speaker, 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 The ASA Group, Protective Life, and Jody Harris for a 30 minute webinar presentation on February 14 at 10:00 am CST. Q&A to follow.
This Week's Highlights
RSVP for Exit Strategies - When it's Time to Retire
Due to popular demand we are hosting an event at Pleasant Valley Country Club on February 6th from 5:30 pm to 7:00 pm to discuss exit strategies for insurance advisors, business valuation, and how the right partnerships will allow you to retire and assure that your client's are properly serviced in your retirement.
Get a Dozen Red Roses Delivered Just in Time for Valentines Day for Business in the Month of January
Because we love our advisors! Offer applies to Life Insurance and Annuities. Additional information on qualifying submissions can be found on our website!
An Analysis of the Tax Cut & Jobs Act 2017
Our friends at AXA have analyzed the new tax legislation. Check out this piece which provides an interesting perspective for the insurance industry. One small change which will have a huge impact is how taxable gain is calculated for the seller of a life policy. If you have questions or would like to discuss further, please contact Mike Kepesky, Director of Advanced Markets.
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