Milner Financial Blog

Industry News, sales strategies, and how-to guides

Why Do We Use Secure Email?

Trust is the most important aspect of the client/agent relationship. Securing email information is the first step to earning your client’s trust.

Covering Guaranteed Expenses

The primary purpose of an annuity is to generate income for either a set period or for an individual’s (or two individuals’) lifetime. There are many alternative uses for annuities and over the years they have grown to be used effectively for more than their intended purpose, but annuities are still the only financial product…

Agent Event: Prospecting strategies have changed in the world of insurance

Join us 10:00am (EDT), Thursday, May 21st as we come together to discuss the art of prospecting after the Coronavirus Aid, Relief and Economic Security Act aka the CARES Act.  Our featured speaker will be providing valuable prospecting insight and information that you will not want to miss. At Milner Financial, we value relationships.Thank you…

Prudential Announces Expansion In PruFast Track Parameters

During these uncertain times, Prudential remains committed to making it as easy as possible for you to continue to build your business and ensure clients have access to the life insurance coverage they need. That’s why we’re introducing two important updates to PruFast Track, our accelerated underwriting process. For a limited time, we are: Increasing…

Smart Builder IUL News from North American.

Life insurance that doesn’t slow down Smart Builder Indexed Universal Life insurance offers strong death benefit protection and WriteAway® helps secure an underwriting decision for clients in up to 48—72 hours. Now is the perfect time to talk to clients about the potential to secure life insurance without an in-person paramed exam or labs. Plus, Smart…

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