7/20/2025
Solarus Insurance IMO Bringing you Financial Planning Insights for Professionals
Permanent Life Insurance: A Bright Idea
You may have business owners and high-net-worth clients with growing or advanced financial needs. That's where permanent life insurance can shine. There are several ways permanent life insurance could help solve a need. View this recent flyer from North American to discover what those are.
Webinar Replay – Care for a Lifetime: Long-Term Planning in the Face of Alzheimer's
Recently, we held a webinar about planning for long-term care needs. Donna Wilcock, Ph.D., director of the Center for Neurogenerative Disorders at Indiana University School of Medicine, joined our very own Jeff Levin, vice president of distribution, Care Solutions, and Amy Chinn, vice president of long-term care claims and risk management, to discuss the long-lasting and complex care needs of progressive cognitive conditions, including Alzheimer's and dementia. Access the recording from OneAmerica.
The One Big Beautiful Bill Act of 2025
Join Pacific Life on Thursday, 8/7/25 for the "The One Big Beautiful Bill Act of 2025: Changes and Opportunities" webinar. This course will discuss what the new law may mean for clients, specifically, how the tax law changes may apply to clients' business planning, tax planning, and estate planning, including how life insurance may be used in various strategies. Register Now.
Enhancing Plan Management for Life Business Clients
Principal's Business Market Administration (BMA) provides complimentary service for employer-owned or employer-sponsored plans. This team is here to help make it easier for you to get these plans implemented–and retain them. As part of our continued effort to improve the experience for you, the plan sponsor, and participants, BMA is offering a more proactive, customized, service-offering to more new plans. Beginning July 7, 2025, new Loan Split Dollar, Buy-Sell, and Bonus plan customers can benefit. Read more here.
Tax Strategies Can Help Optimize Retirement Planning
Investigating and employing tax strategies, from tax deferral to confirming what tax bracket a client is in, can play an important role in the overall success of a retirement strategy. Read more here – from Protective.
The Benefits of Gifting
Engage clients today and help them discover the benefits of gifting. Holistic legacy plans that include a gifting strategy can help clients ensure that loved ones enjoy their wealth while reducing their taxable estate. This strategy can be especially useful for clients who are shifting their priorities from accumulating assets to considering how to pass wealth to the next generation. More in Prudential's Trimester marketing series.
8/7/2025
SS Myths Webinar; Consumer Behaviors; New Bus. Mktg.; 10 LI Myths; New Women’s Mktg; LI Vid.
Webinar: Social Security – Top 10 Misconceptions
Navigating Social Security claiming strategies can feel overwhelming, especially when you're considering the nuances of survivor benefits, traditional retirement benefits and spousal benefits. Without a clear understanding of this vital retirement program, your clients might unintentionally make choices that cost them significantly. Join Mutual of Omaha’s upcoming webinar for an insightful session where we'll unpack the Top 10 Misconceptions about Social Security. We'll equip you with the knowledge to help your clients make informed decisions about their benefits.
- Date: Wednesday, August 13
- Time: 10 a.m. CST
- Register for the Webinar
Understanding Consumer Behaviors: Toolkit
Use these tools, based on scientific research, to help overcome barriers to sound financial decision-making. Combine these insights with annuities from Athene, and you can help keep client retirement goals — and your business — on track to do more. Get tools.
Provide Business Support with BusinessPRO
Our powerful new marketing tool helps you support business clients from startup to succession. BusinessPRO offers:
- Ready-to-use marketing materials
- Strategic insights for every business phase
- Trusted support from our Advanced Markets Team
10 Life Insurance Myths That Could Be Costing You
When helping your client determine if term life insurance fits in their financial futures, you may battle a few common misconceptions. Here are a few myths debunked that you can use to help guide your conversations from Legal & General America’s COO, Michelle Buswell. Read more.
New “Empower Her Future” Initiative from Symetra
We recently launched Empower Her Future, an online resource dedicated to helping women navigate their financial journeys and boost their financial knowledge and confidence. It is organized by life stage – “Finding your footing,” “Balancing life and money,” and “Rebuilding or retiring.” With Empower Her Future, we’ve put together some of our best resources and gathered personal stories and insights to help women tap into their strengths and create the financial future they envision. Visit https://www.symetra.com/empowerherfuture.
New Life Insurance Testimonial Video
Shane and Ambra were moving into the next phase of their life when the unthinkable happened. “I don’t know what I would have done if I didn’t have the policy as a safety net for me and my family.” Watch the video from National Life.
Solarus Insurnace IMO - Market Insights & Financial Planning Resources
8/19/2025
Solarus Insurance Agency Retirement Calculator - Why U.S. Large-Cap Growth:
5 Reasons for Financial Professionals to Call Their Clients About Retirement Plans Right Now The 2025 Annual Retirement Study found that Americans are worried about inflation, market volatility, and the risk of outliving their savings. Americans are in need of financial professionals who can help them navigate the complexities of planning to secure their financial future. You have an opportunity to reach out to your clients to offer guidance and support with the mounting challenges in preparing for retirement. Read more – from Allianz – here.
Clients Can Leave a Lasting Financial Legacy with Just $99/Month Your clients have the opportunity to leave a legacy to their children or grandchildren by providing one of the greatest gifts – life insurance. Check out this case study – from Securian – to see it in action:
Prepare For Health Care Costs in Retirement: Using Immediate Annuities for Medicaid Planning Outliving savings and income in retirement is a big concern for many. Think about how your clients will cope if they experience health issues after they retire. The cost of care in a nursing home for just a few months can be financially devastating. As you think about planning for their health care costs in retirement, consider using immediate annuities. They're often a good tool for Medicaid planning – from The Standard.
Selecting a Retirement Plan for Businesses: Helping your business clients choose a retirement plan can seem daunting. But no matter what their retirement goals are (e.g., reducing taxes, recruitment), Principal is here to help make it simple for you. No matter what stage the company is in, we have products and services to fit their organization’s needs. Check our “Selecting a retirement plan for your organization” brochure.
Estate Planning Strategies for Unmarried Couples What unique challenges do unmarried couples have in planning their estates? See how to turn these challenges into opportunities using life insurance with this client-approved brochure from Pacific Life. Estate Planning for Unmarried Couples.
Want to learn how to apply this and other great resources to your practice? Contact us today
Discover your retirement figures. Inquire about our TRAK Report to get your retirement calculator numbers.
To book a meeting: https://calendly.com/derosa-103