A Quick Guide to a 1035 Exchange

A Quick Guide to a 1035 Exchange

What if there was a way to increase the death benefit and reduce the premiums on an in-force life insurance policy?  How do you upgrade to a better life insurance policy without losing your investment? If you cash out your old policy, you may owe taxes on those funds, even if you take out a … Read more

3 Great Ideas To Boost Sales

3 Great Ideas To Boost Sales

Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. Income Tax Mitigation (IRA Max) Today, less people have an estate tax problem then 5+ years ago People have an income tax problem today – that is their pain There are large qualified plans ready to … Read more

7 Ways P&C Agencies Can Sell More Life Insurance

7 Ways P&C Agencies Can Sell More Life Insurance

ASK QUESTIONS   In this competitive insurance market, agents are seeking ways to differentiate themselves. Take a look at these ideas to help provide value to your clients and increase your sales. #1. ASK! Ask to review their current policies! #2. Who are your top commercial clients? If the owner or a key person died, how would that effect your … Read more

The State of Long-Term Care Insurance

The State of Long-Term Care Insurance

Seniors 65 and older comprise the fastest growing age group in our society. We’re living longer—and that often means living with chronic illnesses that require expensive nursing care. Having a long-term care insurance plan is more important now than ever. During our seminars, we like to pose the question, “what is your strategy for not … Read more

But What If…

But What If...

It often seems like everyone you meet wants something. They want to make a sale, they want you to do something, they want and want. But what if… They just want something good for you? Is that possible? We all want something. In the world of insurance, agents want to sell life insurance. You’re cautious, … Read more

Efficiency and Speed with Life Insurance

Efficiency and Speed with Life Insurance

There is a misconception that applying for term life insurance is complicated—or worse. Maybe you even have a bad taste in your mouth from a prior episode with another firm. Actually, with an efficient support team and the right systems, the application process can be seamless. At KazSource, we go out of our way to make it … Read more

Mr. Client, what do you plan on doing with your IRA & 401k?

Mr. Client, what do you plan on doing with your IRA & 401k?

Clients who are 70 1⁄2 years and older must take their annual Required Minimum Distribution (RMD) from their IRA or 401k. Many high net-worth individuals do not need the distribution income and prefer to maximize the amount of inheritance they plan to leave their beneficiaries. However, upon your client’s death, if the IRA or qualified … Read more