ONE Idea Recap

AgencyONE’s weekly ONE Ideas are designed to discuss a range of industry topics that are linked to current trends in Advanced Markets, Case Design, and Underwriting. Once a month, we will be offering a ONE Idea RECAP that summarizes the most recent articles from the month with links to the full copy. This time, we have also included a list of all of our published ONE Ideas from the last 6 months with a hotlink to each. If you’ve missed anything in the last few months, you will have easy access to them here.

Our second ONE Idea for February came From the Desk of Gonzalo Garcia, CLU on February 17 and is entitled “A Look Back & A Look Ahead”. This article is a reflection on the industry in 2022 and what we might expect this year. Gonzalo discusses his concerns in both the carrier/ manufacturer and distribution sides of the business and what that could mean for our industry moving forward. Interest rates have affected carrier product line-ups and the direction many of their businesses have taken. These changes in distribution have been gearing up for a while and many M&As and consolidations have already happened. Gonzalo also reflects on the excellent year that our AgencyONE 100 Advisors had in 2022 and the exciting things we are all looking forward to this year. Our AgencyONE 2023 Annual Advisor Conference took place from April 30 through May 2 2023, and was immediately followed by a second meeting called the High-Performance Collaborative Teams on May 3. Click HERE for MORE information on both meetings, which took place in Washington, DC at the Dupont Circle Hotel. We hope you enjoyed your time at the meeting, and if you weren’t able to make it, we hope to see you at next year’s meeting!

ONE Idea number three for the month came From the Desk of Ed Stark, CLU, ChFC on February 27 and is entitled “What’s for Sale in 2023 & Product Success Stories”. This article offers a refresher on current product availability and new opportunities that have brought recent success for our AgencyONE 100 Advisors and their clients. Ed outlines the specific products and the steps AgencyONE took to help the advisor achieve the financial planning goals of the client. 

Please note that you can always find our most recent ONE Ideas listed under “Updates” on our website homepage. Additionally, a full library exists on your personal Dashboard on our website under the Sales/Marketing tab (you are required to have a website login for access to the complete library).

Following is a list of all our ONE Ideas from the last 6 months:

Case Design:

New Year, New Options for Term Conversions & Supplemental Perm Coverage

The Annuity that Keeps on Giving this Holiday Season

Annuity Rates Continue to Rise

A Roadmap to an AFFORDABLE Whole Life Sale

Haven’t Looked at Annuities in a While? Look Again!

Advanced Markets:

Cash Value Life Insurance – The Gift that Keeps Giving

The Problem with Cross-Purchase Buy-Sell Agreements & A Unique Solution

Underwriting:

The Life Settlement Opportunity

The End is Near

There is More to that Snore: Underwriting Sleep Apnea

We are pleased to provide these ONE Ideas 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.