6 Months of Ideas & Thought Leadership for 2024
Summer is in full swing, and AgencyONE hopes this correspondence finds you and your families enjoying your summer festivities and the warm (possibly sweltering) weather wherever your travel plans take you. With kids and grandkids out of school and family members reuniting for vacations, we know you, like us at AgencyONE, are grateful for the time together. With that said, the AgencyONE ONE Idea will be on hiatus for July and August but will be back right after Labor Day with more thought-provoking articles to share.
AgencyONE’s weekly ONE Ideas are designed to discuss a range of industry and economic topics and trends that are linked to Advanced Markets, Case Design/ Product Intelligence, and Underwriting. They are written to inform and guide our AgencyONE 100 advisors on the importance that insurance plays in securing your clients’ financial planning and well-being.
June ONE Idea Recap
We started the month of June with an article from Gonzalo Garcia, CLU, entitled “A Financial Wellness Primer”. This piece discussed the variety of information written about wellness, what it means, and the “dimensions” included in the definition (Physical, Mental, Emotional, Spiritual, Social, Environmental, & Financial). Gonzalo’s article focused on the Financial Dimension and the essential role that insurance plays in supporting ALL the dimensions of “wellness.”
AgencyONE’s second and very timely article for the month of June came from Dennis Bartos, PA. Entitled “Is Life Insurance Possible After Skin Cancer”, this article discusses Skin Cancer – types, what can promote and possibly “trigger” the disease, stages of and treatments for the disease, and two (2) Case Studies from AgencyONE 100 advisors with clients who were successfully insured after treatment for skin cancer.
Six Months of ONE Ideas
Following is the list of all the published ONE Ideas from January to May 2024:
Advanced Markets/ Economic Outlook
Retirement Planning: It’s All About Taxes – May 9, 2024
Our Financial Planner Said We Didn’t Need Our Life Insurance After Retirement – Then My Husband Died – February 16, 2024
A 2023 Review & Gonzalo Garcia’s 2024 Predictions – January 23, 2024
Underwriting
Coronary Artery Disease: Diagnosing & Underwriting the Risk – Part 2 – May 17, 2024
Coronary Artery Disease: Life Insurance Protection – Part 1 – March 6, 2024
Prostate Cancer: Forget the Defense, Let’s Go on Offense – January 12, 2024
Product Intelligence
Hybrid/LTC Products & LTC Rider Options: Pt 2 – Lincoln Financial – May 22, 2024
Hybrid/LTC Products & LTC Rider Options: The First in a Series – April 22, 2024
Hidden 1035 Opportunities: Don’t Miss Out on Creating Joint Benefits – March 15, 2024
LTC/ Chronic Benefits Using 1035 Funds – February 23, 2024
AgencyONE’s 2024 Annuity Outlook – February 9, 2024
Marketing
Does Your Business Have a Social Media Presence? A Platform that Makes it Easy – March 25, 2024
Help Your Clients Understand the Process
Each of these ONE Ideas is meant to help you and your clients gain a better understanding of the planning, product selection, design, and underwriting that goes into the purchase of life insurance. We hope you find these ONE Ideas helpful when assisting your clients with their financial, wealth, and estate planning needs. Thank you for entrusting your business to AgencyONE. We greatly appreciate the opportunity to serve you and your clients.
Please contact AgencyONE’s Marketing Department at 301.803.7500 for more information
or to discuss a case!
