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08 Mar, 2025

Milo Minutes: How Brokers Are Helping Business Owners Retain Key Employees

A common story I’ve been hearing from producers lately:Business owners are losing key employees because...

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24 Feb, 2025

Section 162 Executive Bonus Plans

Section 162 executive bonus plans represent a potential flexible and tax-effective way of rewarding...

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24 Jan, 2025

Milo Minutes: How a $3MM Key Man Policy Became a $7MM Solution

A producer called me three months ago about a business owner who needed $3 million in Key Man insurance...

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08 Jan, 2025

Estate Planning with a Spousal Lifetime Access Trust (SLAT)

Before I get into SLATs, let me take a second and tell you why someone would initiate their Estate Planning.Your...

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03 Jan, 2025

Milo Minutes: Protecting the Stay-at-Home Parent with Spousal Income Protection

Have you ever tried to find disability insurance for a stay-at-home parent?Last month, I had this very...

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27 Dec, 2024

Indexed Universal Life Insurance - Benefits & Risks

With a resent interest in IUL policies, in this article we will discuss the benefits and risks of IUL...

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03 Dec, 2024

Milo Minutes: How to Customize a Whole Life Policy to Potentially Be an Affordable Option for Your Clients

Milo Minutes: How to Customize a Whole Life Policy to Potentially Be an Affordable Option for Your ClientsFeeling...

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17 Oct, 2024

Milo Minutes: How to grow your DI block of business with 0% effort?

Milo Minutes: How to grow your DI block of business with 0% effort?Just imagine growing your Disability...

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23 Sep, 2024

Milo Minutes: Is IUL Too Good to Be True?

Milo Minutes: Is IUL Too Good to Be True?With recent innovations in the Indexed Universal Life (IUL) space...

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27 Aug, 2024

The importance of life insurance in long-term care planning

The importance of life insurance in long-term care planningHave you ever had a client say, “I will use...

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13 Aug, 2024

Milo Minutes: Multi Life Disability Insurance Guaranteed Issue

Milo Minutes: Multi Life Disability Insurance Guaranteed IssueWe have an attorney firm. The firm has changed...

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13 Aug, 2024

Milo Minutes: Exclusive Table Shaving Program for Life Underwriting

Milo Minutes: Exclusive Table Shaving Program for Life UnderwritingA producer from a well-known mutual...

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23 May, 2024

May and Disability Insurance Awareness Month

May and Disability Insurance Awareness Month"One in four individuals around the age of 20 will become...

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23 May, 2024

Welcome to Milo Minutes

Welcome to Milo MinutesI'm Milo, your guide through the insurance landscape and I'm writing one-minute...

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