Synergy Thinking

Join Stephanie Alper-Lisi and Robert Stuchiner as they explore 3 Mega Trends in the life insurance industry today!. On today’s show, we talk with Robert about how the pandemic has forced the life insurance industry to pivot. From the volatility of the stock market affecting life insurance markets, how the bond market plays a role in this and is there a reason to be optimistic, how the adoption of major technologies have positively impacted the life insurance industry and how the pandemic has affected underwriting. Learn more about how the pandemic has affected life insurance by contacting Synergy Life Brokerage at, www.SBKG.com.Show Notes:00:00 Welcome to Synergy Thinking00:39 What are the three major trends affecting life insurance markets during the time of Covid01:23 Why is the volatility of the stock market affecting life insurance markets03:26 How does the bond market play a role in this and is there a reason to be optimistic?05:03 Why is the adoption of major technologies the second major trend? Is this positive or negative?08:03 How has the ability to work from home only enhanced life insurance businesses11:55 How is the pandemic affected underwriting?13:53 What are the two requirements for life insurance policy without fluids?15:52 How will the cost of premiums and term policies be impacted?

Join Stephanie Alper-Lisi, Yosi Amster and Joseph Horner (GraciePoint) as they explore Premium Financing. On today’s show, we talk with Yosi and Joseph about access Premium Financing, which age demographic is choosing to access Premium Financing, how is a Premium Finance policy structured, how to split the finance between multiple products, and and how to incorporate, “high level view” into an existing policy. Learn more about GraciePoint and Premium Financing at www.SBKG.com.Show Notes:00:00 What is Synergy Thinking00:47 Who is Joe Horner01:10 Who is Yosi Amster02:18 What is Premium Financing and how do I get access to it?04:29 Which age demographic is choosing to access Premium Financing?06:23 How is a Premium Finance policy structured?07:41 Are you able to split the finance between multiple products?09:04 What is, “high level view” and how can it be incorporated into an existing policy?11:44 How does an advisor access Premium Financing and work with GraciePoint?

Join Stephanie Alper-Lisi and Robert Stuchiner as they explore The Secure Act and what types of opportunities come from the act?. On today’s show, we talk with Robert about The Secure Act, what case studies were covered at The Heckerling Conference, how to convert your IRA into something that's more tax friendly, and how to purchase life insurance with an IRA. Learn more about how to connect with Synergy Life Brokerage, and what types of opportunities come from the Secure Act at www.SBKG.com.Show Notes:00:00 Who is Synergy Life Brokerage00:37 What is The Secure Act03:45 What is The Heckerling Conference04:17 How do you convert your IRA into something that's more tax friendly?06:09 How to purchase life insurance with an IRA06:44 Ways advisors can connect with Synergy Life Brokerage for additional information