Paul Garofoli, FLMI, RICP®

Underwriting can sound really scary and daunting, unless you understand WHY they are doing the things they do to get you insured. Listen to Scott explain why underwriting becomes more in-depth with more insurance.

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Don't just email your clients, communicate with them! This explores how insurance agents can strengthen client relationships by going beyond automated emails. Learn how to build trust and foster loyalty throughout the entire client lifecycle.

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YOU ARE LOOKING FORWARD TO RETIREMENT ... ... BUT WHAT IF YOU NEED LONG-TERM CARE? Discover what to ask, what to consider, and how to plan in this comprehensive whitepaper https://lnkd.in/gsCpqtQe #longtermcare #houstonretirementplanning #pension #rothira #401k #retirementsavings

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When it comes to individual vision insurance, what’s better than one top network to offer your clients? Two! Whether it's Costco (VSP) or Target (EyeMed), Direct Vision insurance brings flexibility for your clients to choose their preferred network. No waiting periods, coverage starts as early as tomorrow—exclusively with us: https://ow.ly/FGA250SMbUX

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A great article on the importance of #longevity in financial planning.

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The details of the capital gains inclusion rate increase are out. No big surprises. Think beyond June 25 and asses the long term impacts. Your clients might need more insurance. Read more: https://lnkd.in/dsAqFuXj

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Demonstrating the benefits of buying a Preference Share to your clients💙 Buying a Preference Share as well as a flexible annuity can be advantageous to your clients in a number of ways such as, wealth planning. We have created an Essential Facts document which can help demonstrate the benefits of your client buying a Preference Share. Download a copy and click on the following link to request a call back from a knowledgeable Business Development Manager who can help you with specific client scenarios. https://bit.ly/3L9Zf4l 👉 Click here to request a call back: https://lnkd.in/dp__aZER #STMGibraltar #TheHomeOfFlexibleAnnuities #SupportingYourBusinessAndYourClients #FlexibleSolutionsForRealPeople

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As we prepare for the 2025 fiscal year, planning and goal setting remain crucial for the success of independent insurance agencies.

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Term vs. Whole Life Insurance: Know Your Coverage Options ** Need life insurance?** This post breaks down Term (affordable temporary coverage) vs. Whole Life (lifelong coverage with cash value). #insurance #financialplanning

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Explore the fears faced by Gen X as they approach retirement – from the rising costs of healthcare to the effects of taxes on income. With supporting evidence from our Annual Retirement Study, ThinkAdvisor shared what’s causing threats to Gen X retirement security: https://lnkd.in/gV3Vkccw

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Our Head Actuary thinks math is cool, do you? 🤣 This Founder Friday, hear Dan and Tim talk about how Core Income Advisors is positively impacting the industry. #FMO #IMO #InsuranceBrokerage #annuities #longtermcare #lifeinsurance #actuaries

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Our unique consultative review process starts even before you hire us. We'll look at your organization’s current insurance and risk management programs and provide you with a roadmap outlining key challenges and opportunities. Watch this short video to learn more.

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Whether you are shopping for group benefits for the first time or you are conducting your annual benefit review, here’s an overview of the most important details your advisor considers as well as some frequently asked questions we receive from our clients. Learn more on the blog!

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