Blog + Marketing Tags

In May of 2019 we posted a conversation with Bobby Samuelson to Windsor's website that we ambitiously called, The World of Indexed Universal Life.  That blog has led all Windsor blogs in popularity right up to today.  Indexed UL has expanded beyond the boundaries of those early days to become a formidable product with wide appeal to financial professionals and to insurance-buying consumers.  And, because of its rapid growth in the marketplace, it has more than once caught the eye of insurance regulators. Today, Bobby Samuelson graciously joins us again for a conversation wi...

  If we had a nickel for every time a carrier suggested we spend more time showing life insurance as a supplemental retirement income strategy, we would have a ton of nickels.  After all, Windsor was started by Jerry Schwartz and Hal Brooks when Universal Life and Interest Sensitive Whole Life were first invented.  From that time on, we've been steadily promoting the unique advantages of life insurance, most recently in our June 2021 Blog on Life Insurance Retirement Plans (LIRP). But we have a stake in the game.  So when life insurance companies encourage us to emphasize t...

- by Jeff Driscoll, Vice-President, Product and Carrier Management, Partners Financial Let's start with good news.  Your clients and many life insurance carriers definitely need your expertise in selling and servicing Indexed Universal Life (IUL) products.   And now, with the growing trend of volatility control (VC) indexed accounts, your value is more than solidified.  The trade-off for your increased value is that more homework is required to understand and make the correct recommendations with these more complicated indices.  Before going any further, one could argue tha...

For life insurance industry veterans, using cash value life insurance to supplement retirement savings is as old as the rate book.  Overfunding premiums and enjoying the advantages of both insurance protection and tax-free accumulation (without the burden of qualified plan rules) is what makes our products unique.  And with the potential for tax-free income down the road, we really have an unmatched solution for clients wanting to enhance their retirement in a very tax-efficient way. If life insurance is new to you, or if you just need a refresher on the LIfe Insurance Retirement Pla...