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Policy Matters Newsletter

Policy Matters is a quarterly e-newsletter that arrives in the inbox of the fee-only financial advisors we work with.

The information contained in Policy Matters is not intended to make you an insurance expert; no one expects you to know all the ins and outs of the industry, just as they don’t expect us to interpret trends on the NASDAQ. The articles in Policy Matters provide updates to changes in the industry, insights into lesser known insurance solutions, facts and figures, and examples that come from actual clients.


Check out recent issues:

Current Issue: FOURTH QUARTER 2017

Clients & Cars: they’re all living longer

Your clients probably take their cars in for regular maintenance. Hopefully they do the same with their bodies. Learn More >>

Women & LTCi

What’s the one reason women need LTCi? Learn More >>

Mamas, don’t let your babies grow up to be cowboys (or caregivers)

From Waylon Jennings to long term care, it all ends with “someone they love.” Learn More >>

Meet ALLiS!

We’re proud to announce the birth of ALLiS! Learn More >>

Did you know

Did You Know... Learn More >>

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Archived Newsletters

THIRD QUARTER 2017

In This Issue

Star Wars: Its influence on the life insurance industry, Insuring clients whose assets grow and liabilities decrease, Open enrollment time! Help your clients choose wisely, Did you know …

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SECOND QUARTER 2017

In This Issue

If video killed the radio star, will automation kill your clients' jobs?, NPP: Not your typical Person's Protection, What do Lottery winners and Soon-to-be-Retirees have in common?, Who is ALLiS?, Did you know... …

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FIRST QUARTER 2017

In This Issue

March is ☤ Awareness Month. (What ☤ means in your clients’ underwriting), 2017 LLIS Insurance Academy: Changes In Latitudes, Changes In Attitudes, Judith’s Lovin’ Life in Sandals! (The job she waited 48 years for), What is ALLiS?, Did You Know …

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FOURTH QUARTER 2016

In This Issue

Different Clients. Different Long Term Care Concerns., Should Young Clients Think About LTCi Now … Or Should They Wait?, Loss of Income Can Affect Your Clients’ Long Term [Care] Plans (just like poor Snoopy), Did you know …

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THIRD QUARTER 2016

In This Issue

It's a Risk Your Clients Don't Have to Take, When Clients Don’t Get Approved As They Hoped, Life Expectancy Isn’t What You Expect, Clients Don’t Want or Need Required Minimum Distributions?, Life Settlements, Did You Know? …

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SECOND QUARTER 2016

In This Issue

Protecting a Break in Income Doesn’t Have to Break your Clients’ Banks, An MS Diagnosis: With DI & Without DI, Why DI? Why Now?, Disability Insurance: It’s Just Good Business, Did You Know? …

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FIRST QUARTER 2016

In This Issue

Protecting an Inheritance From a Spendthrift, Who Walked the Walk at 2016 LLIS Insurance Academy?, Are Your Clients Worried They’ll Outlive Their Assets?, WHEN You Tell a Story Matters, Did You Know?, Who Walked the Walk Photos …

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FOURTH QUARTER 2015

In This Issue

Care: Who & Where?, Independence: ADL (Is that what comes after the ACL?), Assets: What’s Counted & How to Protect Them, Caregiving: Care or Companionship?, Did you know? …

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THIRD QUARTER 2015

In This Issue

Is Group Life Insurance a Good Deal?, Planning During Advanced Illness, Sometimes 1,000 Words Can Paint the Best Picture, Lessons in Life, Did You Know …

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second quarter policy matters newsletter

Second Quarter 2015

In This Issue

The Story of FIO and the Good Insurance Agency, The Disability Disconnect, Misconception Leads to Financial Indigestion, A Disability Life Story, Did You Know...

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first quarter policy matters newsletter

First Quarter 2015

In This Issue

Top 10 Underwriting Myths That Could Be Hurting Your Clients, Catastrophic Long Term Care Insurance, LLIS Insurance Academy: Better Than That Golden Oscar, Did You Know...

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fourth quarter policy matters newsletter

Fourth Quarter 2014

In This Issue

Chances Are..., Let's Talk Money, Money, Money, Who Are the Real Beneficiaries of LTCi?, Did You Know...

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third quarter policy matters newsletter

Third Quarter 2014

In This Issue

September is Life Awareness Month, From the CEO, Why Should Your Clients Own Life Insurance, The Value of Life Insurance in Your Fee-Only Financial Firm, Life Settlements Have Returned, Did You Know...

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