Jurs Montgomery Brokerage

06/29/2021

Pricing Improvements Coming to Lincoln MoneyGuard!

News From Jurs Montgomery MoneyGuard Pricing Updates Effective July 12, 2021, Lincoln Financial will be implementing pricing improvements to Lincoln MoneyGuard III, Lincoln MoneyGuard II and Lincoln M

06/28/2021

Important announcement from Principal - read on for details!

News From Jurs Montgomery Important Announcement From Principal We wanted to share additional information about an announcement Principal made this morning regarding changes to its business mix, produ

04/30/2021

Friday morning meetings, JMB style! 10/10 recommend this pawsitively awesome presenter🐾

10/21/2020

Please join us next Tuesday, 10/27 at 2:00pm EST for an opportunity to gain valuable insight and potential sales ideas!

Topic: Year End Sales Ideas in a Low Interest Rate Environment

With the estate tax exemption at an all-time high and interest rates at historic lows, now is a unique time for high net worth clients to revisit their wealth transfer plans heading into year-end.

Don’t miss our engaging discussion where we’ll explore:
-Our current planning environment and key insurance planning opportunities.
-Using loans and other techniques to leverage historically low AFR rates
-A “wait-and-see” strategy that gives clients the power to decide when and if to make a gift
-Prospecting tools and resources

Check our bio for the registration link!

10/13/2020

In our continued effort to bring relevant content to you please join us for a series of three webinars focusing on Asset Based Long Term Care protection.

Our first session is this Thursday, 10/15 at 1:00pm EST.

Topic # 1: The Great Retirement Income Gap
No one plans to have lasting health concerns in retirement, but the risk is real. The great retirement income gap happens when retirement income needs change – unexpectedly – and suddenly expenses outpace income. You can help clients close this gap with strategic planning.

Join us as we discuss:
· The potential damage a long-term care event imposes on a retirement income strategy
· Various funding options for a plan of care
· How Asset-Based LTC provides a powerful solution for both your clients, and YOU

The link to register is in our bio!


Lastly, please keep an eye out for more invites to topics #2 and #3 in the coming weeks.