TA's Top 5

Here is your weekly dose of "TA's Top 5". A list of industry updates, sales ideas, important dates and other interesting things we come across.

Top 5:

1. 3 Days to Underwrite!
2. Should you create a Medicaid trust?
3. Epilepsy - a guide for life insurance
4. Expenses Old Rules vs. New Rules
5. The Future of Underwriting

1. 3 Days to Underwrite

John Hancock’s Express Track can do it in as little as 3 days! Click HERE for more information.

2. Should you create a Medicaid trust?

In an ideal world, every client who could benefit from care coverage would acquire it when they are still insurable. However, for many insured’s they either just don’t acquire care coverage or they wait too long and find that they are no long insurable. For clients who are middle to upper middle-income clients, they will not be able to qualify for Medicaid in most instances. However, that is where the Medicaid Trust comes into play. Because most states have a 5 year look-back period to see if a client has transferred assets in that time frame, it is difficult to plan when a client’s health suddenly takes a turn for the worse. A Medicaid trust can help a client retain a certain level of income, while still qualifying for Medicaid. The full article is below.

Full Article

3. Epilepsy - a guide for life insurance

Free Guide Here

4. Expenses Old Rules vs. New Rules

If you are like we are, you have been trying to make sense of the abundance of information on the new tax structure. Below is a simple old vs. new chart that we found very helpful.

5. The Future of Underwriting

If you've been waiting for a day when your healthiest clients can have the opportunity for accelerated life insurance underwriting decisions, your day is coming.

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Have an Outstanding Weekend!

~BT