Need-to-know compliance & market tips to beat summer sales meltdown
Now Serving in This Issue: An Extra Scoop of Motivation: Energize your practice with fresh insights and inspiration. Summertime...
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Smart Money
- Jul 31
- 1 min
Ushering in a New Era of Differentiation
Bill Shelow Jr., President and CEO of LIBRA Insurance Partners, emphasizes that the true value advisors and agents provide to clients...
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Smart Money
- Jul 11
- 3 min
Review of "Terry Savage: Funding Long-Term Care Insurance"
As someone who has been in the insurance business since 1981, I've seen many shifts in how we approach chronic illness and long-term care...
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Smart Money
- May 21
- 1 min
Investing in Peace of Mind: Long-Term Care Insurance
Bruce Hersh, President of Smart Money Financial with over 40 years of experience in the insurance industry joins the Edge Financial...
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Smart Money
- Apr 2
- 2 min
Symetra SwiftTerm's Automated Life Insurance Process
Symetra Life Insurance Company introduces a streamlined, digital-first approach to acquiring term life insurance through its Symetra...
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Smart Money
- Feb 1
- 2 min
The Power of Cash Indemnity Benefits
One of the most important things to understand about a long-term care (LTC) insurance policy is how it will pay benefits if you initiate...
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Smart Money
- Jan 16
- 1 min
The Aspire Magazine: A Must-Read for Financial Professionals
As we say goodbye to 2023 and welcome 2024, Smart Money Financial brings you an insightful overview of the December 2023 issue of Aspire.
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Smart Money
- Dec 14, 2023
- 2 min
Case Study: Affordable guaranteed death benefit protection with ability to adjust on the fly
SCENARIO: James, age 50, needs income protection for his family in the event of his untimely death. While he may only need income...
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Smart Money
- Dec 6, 2023
- 1 min
TO THE POINT: A tax-efficient retirement funding supplement
THE SCENARIO A successful couple (ages 45 and 43) are fast approaching retirement. Together, their household income is approximately...
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Smart Money
- Nov 22, 2023
- 2 min
Mastering the Art of Engaging Small Business Owners
Introduction Navigating the world of small business owners can be a complex yet rewarding journey. Unlike large corporations, these...
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Smart Money
- Nov 16, 2023
- 1 min
Smart Money Financial and RGA have partnered to enhance underwriting efficiencies.
This exclusive program allows Smart Money Financial to work directly with the world's leading facultative reinsurer to collaborate on...
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Smart Money
- Oct 25, 2023
- 1 min
When Two Worlds Collide – Chronic Illness Riders, LTC, and Which Type Are You Really Selling?
LTC experts Roman Neal of Living Benefit Review and Angie Hughes from Producers XL lead a discussion on the key differences between Chronic
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allison9069
- Feb 15, 2023
- 1 min
'Paws'-itive Additions! Add In Pet Insurance
Pets have long been companions in many American homes, but in recent years, the relationship with our four legged friends has grown!...
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allison9069
- Jan 13, 2023
- 1 min
Rising healthcare costs and chronic illness, a threat to your clients portfolio?
Life Insurance Products That Do More The biggest threat to your clients retirement portfolio isn't just market volatility. With more and...
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allison9069
- Sep 14, 2022
- 1 min
Smarter agencies start here...
What can we do for your agency? How about reduced underwriting, instant issue policies with up to $2 million in coverage, multiple policy...
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allison9069
- Sep 8, 2022
- 1 min
Get SMART and get ETHOS!
At Smart Money Financial we are bringing in a new wave of technology to agents everywhere. Join our platform and gain access to begin...
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Smart Money
- Jun 17, 2021
- 4 min
Financial and Physical Fitness for Life
As 2020 draws to a close (and none too soon for most of us), more than 188 million adults in the U.S. will resolve to make a change in...
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Smart Money
- Jun 17, 2021
- 4 min
November is Long Term Care Month
November is Long Term Care Month, a time set aside to encourage all of us to think about both our needs and the needs of the people we...
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Smart Money
- Jun 17, 2021
- 4 min
Diabetes and COVID-19
34.2 million Americans are living with diabetes in the U.S. Millions more, 88 million to be exact, have been diagnosed with prediabetes....
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Smart Money
- Jun 17, 2021
- 5 min
How Simple, Inexpensive Changes in our Lifestyles Can Yield Big Rewards
63-year-old Maxey Gillarci squinted at her watch against the light from the setting sun and exhaled. “That’s it. I’m done for today”. The e
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