Keystone Agency Partners’ Post

Congratulations to Patricia Asuquo on earning her Executive Director Title! Patricia and her team, Peculiar Stars, have helped approximately 150 families! You can learn more about her success in this article on our blog

Congratulations to Patricia Asuquo on earning her Executive Director Title! Patricia and her team, Peculiar Stars, have helped approximately 150 families! You can learn more about her success in this article on our blog

Congratulations to Patricia Asuquo on earning her Executive Director Title! Patricia and her team, Peculiar Stars, have helped approximately 150 families! You can learn more about her success in this article on our blog

Universal life insurance is important for several reasons: Financial Protection: Universal life insurance provides a death benefit that can financially protect your loved ones in the event of your passing. The death benefit can help cover expenses such as funeral costs, outstanding debts, mortgage payments, and provide ongoing financial support for your family. Flexibility: Universal life insurance offers flexibility in terms of premiums and death benefit amounts. You have the ability to adjust the premium payments and death benefit throughout the life of the policy, based on your changing financial circumstances and needs. This flexibility allows you to customize the policy to align with your goals and budget. Cash Value Component: Universal life insurance has a cash value component that grows over time. A portion of the premiums you pay goes into a cash value account, which earns interest or investment returns. The cash value can be accessed during your lifetime through policy loans or withdrawals, providing a source of funds that can be used for various purposes, such as supplementing retirement income, paying for education expenses, or covering unexpected financial emergencies. Tax Advantages: The cash value growth in a universal life insurance policy is generally tax-deferred, meaning you won't owe taxes on the earnings as long as they remain within the policy. Additionally, the death benefit is typically paid out to beneficiaries income tax-free. These tax advantages can be valuable in helping you accumulate wealth and pass it on to your loved ones efficiently. Reach out to me for further information! https://lnkd.in/d6jqPtRi

A great summary of this important case by Chris Williams

Change is happening at EDD. With #EDDNext, California EDD is leading the way for the government to become customer-focused. Customer and employee feedback is central to the theme of #EDDNext modernization.

Celebrate every achievement! From each policy sold to a client's heartfelt gratitude, these wins are a testament to your hard work and dedication. Recognize and celebrate these milestones in your professional journey. 💼🎉 #InsuranceProfessionals #InsuranceAgents #CelebrateSuccess #thomasgibsonffl #TeamVelocity

My latest article for Irwin Mitchell, on the long-running Menzies v Oakwood matter. Many of the cases I deal with are funded by post-LASPO CFAs, so I’ve been watching the developments with interest over the years. Many thanks to David Wright and Steven Green for the opportunity to write this and the assistance and guidance provided. https://lnkd.in/eriGRZZm

**Why Your Life Insurance Policy Needs bETERNAL** Life insurance is essential, but what about preserving your legacy beyond just finances? Your wisdom, memories, and life’s work are irreplaceable treasures that deserve to be safeguarded for future generations. By adding **bETERNAL** to your life insurance policy, you ensure that your stories, values, and knowledge are preserved in a secure digital vault. This isn’t just about leaving behind wealth—it's about leaving behind a legacy that inspires and guides those who come after you. Secure your legacy today. Combine the protection of life insurance with the preservation power of **bETERNAL**. Visit us at www.beternal.life #Legacy #LifeInsurance #DigitalInheritance #PreserveWisdom #FutureGenerations #bETERNAL

Thanks for taking the lead to educate the policyholder on what to expect during the claim process from a different perspective that is normally a message carefully controlled by the insurance carrier or insurance agent, or in Florida by the politicians. It's paramount that the policyholders hears what to expect from different perspectives, so if needed, they can make informed decisions during the entire claim process. The more information we provide from the perspective of all parties that might be involved at some point during the claim process, the better experience for the policyholder and the smoother the claim should go.