Adam is a doctor, meaning he’s a lousy patient. We found him a Best Class policy in 2015, when he was 69, even though he had zero health records. We came back for more last month, heading to Pru, the same carrier. But he’s 72 now, and Pru’s guidelines are different. So we need an APS. Otherwise, Pru […]

Amy bought two $15MM policies in 2015. She has a high net worth, and 2 kids. Her estate is conservatively estimated at $60MM, so she funded two trusts with life insurance. She was 57 then, and got a Preferred approval due to her family history. We did a Policy Review, because that is never, ever a bad […]

We got this guy approved by Prudential at Best Class last July. He said thanks, and he’d buy a big policy, just as soon as he got that Trust done. You know the Trust. That trust. Fast forward 8 months. Trust is now forgotten, but the need is still there. But he’s older, so other […]

Scott is one of our favorite agents, even though he hardly writes any business with us. You know who you are, Scott. You know who you are. He came to Patty in our office with a problem.  He has a mean client. Let’s call him Mr. Mean. Mr. Mean paid his quarterly premium on the last possible […]

We’ve been working with an agency in the South Bay for years. My dad worked with their dad, I work with them, and I just LOVE Victoria, their Office Manager, and an agent. Here’s some of a recent email she sent me-an email with the Subject of “Life Insurance for the most dangerous country on […]

I’ve been doing a fair bit of traveling, attending marketing meetings from Walnut Creek to Tampa. I have a lot of new ideas, but I want to try a different approach. You are my customer, my client, my friend, my relationship.  So how about I ask you what YOU want, what YOU think is important? […]

I think I might be the best agent H.D. Mooers and Company has. I got referred by some new clients, a husband and wife living in San Francisco. Check out this timeline: 10/16:  applications sent to client 10/20:  applications sent to carrier 10/21:  exams completed 10/27:  both approved Best Class Bring it, people. And if […]

A healthy 54 year old woman came to one of our absolute favorite agents over in Marin.  She had a $1M UL policy, about 15 years old, with about $80k in cash value.  Here’s the thing- it was supposed to be paid up by now. But she did a little checking (with the agent’s help), and […]

 Source: NAILBA  “As a third generation BGA, Jeff’s historical perspective, coupled with his enthusiastic embrace of the future of brokerage, make him an ideal Chairman as we develop the new NAILBA,” said NAILBA CEO Dan LaBert. “We have already established an outstanding rapport and I’m excited to partner with him on the many changes we […]

by Jeffrey D. Mooers BROKER WORLD MAGAZINE January 2018 I remember eavesdropping on a lunch conversation a while back, because I usually eat alone, because one man’s ‘isolation’ is another man’s solitude (thank you anyway, Doctor). A guy was talking to his lunch date, saying how he wished his father could get life insurance but […]