LPL representatives are invited to an exclusive presentation offering insight into overcoming the three most common objections clients have when discussing wealth transfer in estate planning; receive an update on the impact of current estate tax law and where it might go; and learn about the available programs to assist you in developing, presenting and closing estate planning cases. 

Presented by a panel of experts to include Joey Ussery, CLU, ChFC, LUTCF, the Life Regional Director of John Hancock Life Insurance, Stephen Simpson, Board Certified Estate Planning Attorney and Steve Gresso, Life Marketing Director of AMG.

Date: Wednesday November 11, 2009 

Time: 11:00 -1:00  

Location:  Affiliated Marketing Group Offices

2925 Briarpark, Suite 155 Houston Texas 77042

Lunch will be served

One Hour Of CE Credit

Seating is limited so RSVP to Steve Gresso or Lynda Lambert.  713.977.0611
 

Term Essential, Term Elite and PruLife Return of Premium Term will be re-priced effective November 2, 2009.   Click here for more details.

Term plans from Banner Life Insurance Company are a good match for the senior market. Twenty-year term can be issued to age 70, fifteen-year to age 75 and ten-year to age 80. Don’t let age get in the way of recommending life insurance to people who need it.  Contact Steve Gresso for detailed information.

 Updates on Benefits, Bonuses and Vital renewal information.

 When:      Thursday October 29^th 2009   11:30 - 12:30  Lunch will be provided.

 Where:      Affiliated Marketing Group Offices

                    2925 Briarpark., Suite 155

                    Houston, Texas 77042

 Seating is limited, so please Contact Angela Moore or Heather Matias at 713.977.0611 to RSVP and  assure your seat.

When working with your Group Clients, don't forget that AMG offers Occupational Accident and Work Place Products that are a great way to bring value added services to both new and existing clients.  Visit our website to learn about the quality carriers and products available or contact Angela Moore for assistance.

One of the most astounding provisions of the proposed health care reform bill coming out of the Senate Finance Committee is the tax increase on those with serious medical problems.

The deduction of medical expenses separate from the deduction for health premiums has been available for all medical expenses above 7% of adjusted gross income. 

Under the proposed legislation the threshold is increased to 10%.  Those people most affected will be middle to lower income families who are already struggling to cover their deductibles and co-insurance expenses.

It is premature to assume that the Public Option is not going to be part of the final health care reform bill that will ultimately be passed by Congress.  The only proposal without a public option is the one that was released by the Senate Finance Committee; all other proposals include an option.  Speaker of the House Nancy Pelosi has promised that any bill coming out of the house will include a public option and there is support in the Senate by a strong contingent of the Democratic party to include it as well.  It is important that we continue efforts to make sure that our representatives in the Senate and House understand that a Public Option will ultimately drive private enterprise from the market.