Pat McEvoyLife Sales Relationship Manager - Creative Edge

Expedite Underwriting and Get Paid Faster

Whether it’s a new baby or a new home, if your client is ready to take the next step in responsibility for their loved ones, we’re here to help you streamline the life insurance process. How we submit life insurance is evolving, every month there are new express app platforms, streamlined simplified processes and more… Read More


Tax Tips: 1040 Overlays & Bigger Life Sales

It’s never too early to start thinking about taxes and helping your clients implement strategies to minimize their tax burden. Often times, your client’s 1040 is a roadmap of life-changing events that can lead to powerful life sales and valuable insight that’s often only viewed by accountants and/or spouses. The tax return is a consolidated… Read More

Related terms: Uncategorized



Mutual of Omaha’s GULS: Now Includes GRO Rider at No Charge

The “value proposition” of Guaranteed Universal Life contracts continues to improve with the addition of a “best in class” liquidity rider to Mutual of Omaha’s GULS contract. It is available for sale effective today, June 1st, and brings with it the ability to execute on the “policy split” strategy that many of us are already… Read More


Gain death benefit protection and financial safety net

Smart Money. Having flexible money available when you need it is important. Permanent life insurance is often overlooked as a solution to grow assets and provide clients access to death benefits for living needs. The versatility of permanent solutions can provide: 1. Death benefit protection – which is generally income tax-free proceeds could help a family continue,… Read More


Beyond the death benefit with life insurance

An alternative way to diversify: life insurance can offer a competitive portfolio option with less volatility. Many clients today are looking for a way to diversify their portfolios without taking more risk than they can confidently handle. Yet, when they think about life insurance, they only think in terms of the benefits surrounding protection against… Read More