The Milner Group Blog

Industry news, sales strategies, and how-to guides.

Buy-Sell Agreements

By Jake Bailey | February 2, 2017

Note: The following is an excerpt from one of our Milner University white papers. To download a complete PDF version, please login or register for a My Milner account.   What and Why?   A buy-sell agreement is a legal arrangement between business owners where they agree to purchase each other’s shares upon the occurrence…

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MetLife to Sunset Majority of Permanent Products

By Reade Milner | December 13, 2016

  MetLife to Suspend the Following Products   Effective February 3, 2017, MetLife will no longer accept submitted business for the following products:   Promise Whole Life Promise Whole Life 120 Promise Whole Life Select 10 Promise Whole Life Select 20 Promise Whole Life Select 65 Guaranteed Level Term (face amounts less than $1M only)…

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John Hancock to Discontinue Individual LTC Sales

By kandi | November 21, 2016

Following a recent trend in the LTC insurance market, John Hancock has elected to discontinue sales of their individual LTC policies in all states. The carrier cites economic trends and a shrinking demand for LTC insurance as their reasoning behind the decision. For any producers hoping to have John Hancock LTC policies issued prior to…

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VOYA is suspending sales of all long-term guarantee products

VOYA Suspending Sales of All Long-Term Guarantee Products

By Reade Milner | November 21, 2016

  VOYA is suspending sales of long-term guarantee products (term and their guaranteed IUL).   Going forward, all products will be non-guaranteed until further notice.   According to an official statement by Voya:   To achieve our vision to be America’s Retirement Company, Voya must continually evolve our strategy in response to changing, and often challenging,…

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long term care, annuities, life insurance brokerage general agency atlanta,

Transfers vs Rollovers: What's the Best Way to Move Retirement Funds?

By Julie Stewart | November 16, 2016

  Clients nearing retirement or changing jobs have decisions to make on employer sponsored retirement funds. One of the most important considerations is whether funds should be kept where they are or moved via Transfer or Rollover to a new plan type.   But how do we determine the best option and the correct method…

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dear veterans, thank you

Dear Veterans, Thank You

By Chip Milner | November 11, 2016

  As a company founded by veterans, we at The Milner Group have always had the utmost respect and admiration for our servicemen and women.   On this day, we stand in appreciation to those who have sacrificed time with their families, their friends, their homes, and in many cases, their lives, to protect the…

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email marketing, life insurance brokerage general agency, atlanta

4 Steps for Email Marketing for Financial Advisors

By Reade Milner | November 10, 2016

  Many insurance and financial advisors are surprised to learn that email marketing has the highest ROI of any marketing channel.   Despite its bad rep, and even in the age of social media and content marketing, email still sits atop the ROI rankings.   Since there are so many brokers doing email marketing wrong,…

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November is Long-Term Care Awareness Month

By kandi | November 3, 2016

  In honor of Long-Term Care Awareness Month, The Milner Group has prepared a collection of client-approved resources for your agency marketing efforts. With holidays and family gatherings right around the corner, now is a perfect time to have the LTC planning conversation with your prospects. We don’t give a second thought to protecting our cars…

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Join us for a lunch and learn on how you can build your practice and your bottom line with Business Owner Retirement Plans, life insurance brokerage general agency

Business Owner Retirement Plans: Build your practice (and bottom line)

By Reade Milner | November 3, 2016

Please join us for a Lunch n’ Learn at our office just outside of Atlanta and end 2016 with ideas and strategies that will jumpstart your production for next year!   What Join us for a lunch and learn on how you can build your practice and your bottom line with Business Owner Retirement Plans.…

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china oceanwide to genworth for 2.7 billion

What You Need to Know About the Genworth Sale to China Oceanwide

By Chip Milner | October 26, 2016

  China Oceanwide has agreed to purchase Genworth in a $2.7B cash deal.   This is another example of a new trend of Asian companies buying their way into the American insurance market. In addition to the purchase price, Oceanwide plans to pour another $1.1B into Genworth to cover its debt, as well as to invest…

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