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Partners Advantage
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Developing Business Relationships with CPAs
By: Oscar Toledo, Director of Sales and Marketing, Partners Advantage A common inquiry I receive from insurance professionals is the request for leads. We all look for those creative ideas that will help place us in front of the right clients. One suggestio...
By: Oscar Toledo, Director of Sales and Marketing, Partners Advantage A common inquiry I receive from insurance professionals is the req...
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Choosing the Trustee of an ILIT
This is an Advanced Markets Minute provided by and used with permission from Mutual of Omaha - Advanced Markets Despite higher exemptions, there are still clients who will face federal estate taxes. An irrevocable life insurance trust (ILIT) is still an eff...
This is an Advanced Markets Minute provided by and used with permission from Mutual of Omaha - Advanced Markets Despite higher exemption...
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Critical Updates: 30 Minute Call Replay on Changes Impacting our Industry
Dropping
rates, commission changes, economic and regulatory issues. There is big changes
taking place in our industry right now.   You need to know the what, why and how
it impacts you and your clients! If you missed this 30-minute call on August 26, please...
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Partnering with CPAs to Cultivate New Clients
By: Oscar Toledo, Director of Sales and Marketing, Partners Advantage The economic times of today make many financial professionals searching for ways to find new prospects. One way to help fill up your appointment book throughout the year is to team up wit...
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Charlie Gipple to Speak at the 2016 MDRT® Top of the Table
FOR IMMEDIATE RELEASE Charlie Gipple to Speak at the 2016 MDRT® Top of the Table Riverside, CA (August 2, 2016) – Partners Advantage is pleased to announce its Senior Vice President for Sales and Marketing Charlie Gipple, CLU, ChFC, will be a speaker at MDR...
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FOR IMMEDIATE
RELEASE Charlie Gipple to Speak
at the 2016 MDRT ® Top of the Table Riverside, CA (August 2, 2016) – Partners
Advantage is pleased to announce its Senior Vice President for Sales and
Marketing Charlie Gipple, CLU, ChFC, will
be a speaker at MD...
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SPL: Bridging the Gap from Annuities to Life Insurance
“Change Before You Have To.” - Jack Welch Millions of financial professionals are now confronting important choices regarding change. These are financial professionals who are currently doing a significant amount of fixed and indexed annuity business. The w...
“Change Before You Have To.” - Jack Welch Millions of financial professionals are now confronting important choices regarding change. T...
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IUL: Cost Is An Issue Only In The Absence Of Value
Charlie Gipple has been showing financial professionals across the country why IUL policies aren't expensive if they're designed correctly. He can also help show you how to explain it to your clients in a way they will understand. Join Charlie for a complim...
Charlie Gipple has been showing financial professionals across the country why IUL policies aren't expensive if they're designed correctly...
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Expand and Diversify with Life Insurance
If your answer is YES, Partners Advantage would like to help! Whether you have a vast life insurance “back office” or no back office at all for life insurance, we have the infrastructure that can help you build your life insurance business. Now is an import...
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Education That Causes Sales and CE Coming to the Midwest and Southeast The Partners Advantage Great 8 Boot Camps are coming to: Omaha - August 23 Des Moines - August 24 Chicago - August 25 Minneapolis - August 26 These full-day workshops will focus on educa...
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Partners Advantage Perspectives: How Our Organization is Preparing for the DOL Fiduciary Rule By: James Wong, President Partners Advantage Insurance Services, LLC As it pertains to annuity business, it appears to us that life insurance only licensed agents ...
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Putting in the Work to Discover Success
Inspirational Thought for
the Week By
Oscar Toledo, Director of Sales & Marketing Growing
up, they don’t tell you how many hours of studying is required to get straight
A's, or when applying for a job, you aren’t told the amount of successful
projects you h...
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