Insights – Modern Life

Sales Strategy

Understanding life insurance settlements

Life insurance settlements can give policyholders immediate cash, but there are several risks that should be considered.

Upcoming Webinar

Recent Webinar

Decoding AI for the modern life insurance advisor

Learn to use AI to write cover letters, assist with field underwriting, and more

Wednesday, August 23, 2023

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Business Strategy

Sales Strategy

The best marketing strategies for advisors

Sales Strategy

The benefits of using life insurance as loan collateral

Article

How business valuations impact life insurance

Charitable Giving

Sales Strategy

Charitable remainder annuity trusts (CRATs)

Sales Strategy

Planned giving with charitable lead annuity trusts (CLATs)

Estate Planning

Sales Strategy

How to plan for a smooth business succession

Sales Strategy

Estate planning with spousal lifetime access trusts (SLAT)

Sales Strategy

Intergenerational split dollar agreements in estate planning

Product Guides

Sales Strategy

Understanding life insurance settlements

Sales Strategy

Key elements of a life insurance illustration

Sales Strategy

Indexed universal life insurance: benefits & risks

Featured Whitepaper

Four creative ways your clients can utilize life insurance

Learn how life insurance can go beyond end-of-life expenses. Explore four creative options to benefit your clients' financial future, build trust, and strengthen relationships.

Retirement

Sales Strategy

Life insurance retirement plans

Sales Strategy

Policy reviews: A checklist for advisors

Article

Creative life insurance strategies for entrepreneurs and executives

Underwriting

Sales Strategy

Securing standard coverage for a cannabis entrepreneur

Sales Strategy

Securing coverage for those with individual impairments

Sales Strategy

How Modern Life secured standard coverage for a client with a stroke history

Wealth Accumulation

Sales Strategy

Funding life insurance with third-party premium financing

Sales Strategy

Incentivizing executives with Section 162 bonus plans

Featured Press Release

Modern Life introduces generative AI to life insurance

Chatbot for advisors passes life insurance licensing exam, bolsters financial planning, sales and underwriting

Advisors Insurance

About Us Careers Press Kit

Life insurance technology and advisory services are provided by Modern Life Group, Inc. (“Modern Life”). Modern Life is a licensed insurance producer in all states where it offers products, and acts as an agent for various insurance companies. License information available here. Modern Life does business as Modern Life Insurance Services in CA. The information on this website is for informational purposes only. Products and specific product features may not be available in all states, and other limitations or restrictions may apply.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Modern Life is not affiliated with The Leaders Group, Inc. Check the background of your financial professional or broker/dealer with FINRA BrokerCheck.