Help Clients/Grow Revenue
Self-Employed Tax Credit (SETC) deadline approaching
California Broker Media stands with in the effort to build and grow their business. We have been approached to help independent agents operating as solo agency owners, 1099s, and sole LLC members, commonly referred to as Gig Workers. The task is to make sure these individuals are aware of the Self-Employed Tax Credit (SETC) program which they can benefit from when aware of the opportunity. The problem is the timeline is coming for applications to expire for the SETC. With over 50% of our subscribers operating as licensed brokers we have a way to help. GigWorker Solutions has built the pathway to access the SETC and we want to bring you this opportunity if you qualify.
In a few minutes of your time, you can possibly unlock up to $32,200 in Reserved Government Funds with the Self-Employed Tax Credit
You only have until April 18th to claim your credit so please check to see if you qualify and for how much.
Don’t wait – let’s get your refund started today.
________________________________________________________________________________________
LONG -TERM CARE
LTC Insurance Alternatives for Your Medicare Clients That May Surprise You
By Marc Glickman, FSA, CLTC
I recently attended the annual Medicarians conference to meet with Medicare agencies about long-term care insurance. The conference once again saw record growth with thousands in attendance. A shout out to Jay Weintraub and Sonya Larson for hosting an amazing show and advocating for LTC planning.
There continues to be significant interest in LTC planning for many Medicare clients. Medicare does not cover most LTC services and LTC planning is an essential part of financial planning for most clients who are 65 or older.
READ FULL ARTICLE »
______________________________________________________________________________________________________________
LIFE INSURANCE SETTLEMENTS
What Types of Policies Can Be Sold? And, More Importantly, Why?
By Lisa Rehburg
The short answer to the first question is: any type of life insurance policy, yes, even a term policy, can be sold. But let’s delve into more detail as to which types of policies sell better than others, why that is, and why clients choose to sell them.
Universal Life – this type of policy is the #1 types of policy sold. The reason is two-fold—more clients look to sell these types of policies, and for the buyers, universal life policies have lower, more flexible premiums than whole life policies.
READ FULL ARTICLE »
______________________________________________________________________________________________________________
MARKETING AND RETENTION
Intro and Comparison of ReminderMedia and Other Solutions
By Calbroker
As a business owner or sales professional, you’re probably always looking for the most effective way to stay in touch with your past clients and sphere of influence. ReminderMedia is a marketing company that helps real estate agents, insurance agents, financial professionals, and small business owners connect with their clients by providing various marketing tools and products.
READ FULL ARTICLE »
______________________________________________________________________________________________________________
