AgencyONE, LLC

A National BGA providing life insurance & annuity solutions, medical underwriting, & full back-office support to Advisors serving high net worth clients.

[AgencyONE, LLC @AgencyONELLC]

--the Kiplinger author's view. #financialplanning #lifeinsurance #taxplanning

[AgencyONE, LLC @AgencyONELLC]

We just read the article below from Kiplinger:
https://t.co/r4dCjtJ531

It is a shame that a properly structured VUL policy, as discussed by Bobby Samuelson here https://t.co/VZk8ed6FIC, is not deemed a suitable solution to reduce taxes on investment earnings, in --

[AgencyONE, LLC @AgencyONELLC]

We wrote numerous ONE Ideas last year on a range of topics. With so many articles, you may have missed a few. Lucky for you, we have a 2023 ONE Idea Year in Review! 😄

Click on the link below to find all of our 2023 ONE Ideas in one place🔎

https://t.co/ZiJmxr5bpC

[AgencyONE, LLC @AgencyONELLC]

This ONE Idea from Gonzalo Garcia discusses that fully providing holistic guidance and overall well-being to a client requires a TEAM of great professionals to meet every financial need. Read below! ⬇️ #lifeinsurancematters #financialplanning #holistic
https://t.co/oWofpKB700

[AgencyONE, LLC @AgencyONELLC]

Our latest ONE Idea focuses on Financial Underwriting, which determines whether the applied for death benefit is in line with the financial loss the beneficiary might realize, and a form of underwriting case we are seeing more of lately. Read below! https://t.co/BbboaNFKlj

[AgencyONE, LLC @AgencyONELLC]

The latest issue of Aspire Magazine from @LIBRA_IP is out! Gonzalo M. Garcia, CLU has a featured article along with multiple actionable strategies to help you and your business make the necessary plans to achieve your #2024goals. https://t.co/TCWeIONWBc

[AgencyONE, LLC @AgencyONELLC]

September is Life Insurance Awareness Month, as created by @LifeHappens to educate more people on the importance of financially protecting their loved ones.
This month is the perfect opportunity for you to engage and educate your clients further about life insurance. #liam23

[AgencyONE, LLC @AgencyONELLC]

Happy Life Insurance Awareness Month! @lifehappens Every year, we participate in this campaign to help create more awareness about the importance of life insurance and celebrate those in the industry who make it their career mission to help people protect their financial future.

[AgencyONE, LLC @AgencyONELLC]

The AgencyONE partners and the entire team are thrilled to become a part of the SPG - Specialty Program Group at HUB International.
We look forward to being of service to the financial services and advisory community as a part of the greater SPG umbrella.

[AgencyONE, LLC @AgencyONELLC]

Happy National Insurance Awareness Day! This day is acknowledged each year to remind people of the importance that insurance plays in protecting their families and businesses. 🛡️ Take today as an opportunity to further educate your clients about insurance! #lifeinsurancematters

[Finseca @Finseca]

🎉 Happy National Insurance Awareness Day to all our amazing financial #securityprofessionals! 💼💰 Your dedication and expertise help us sleep soundly at night. Thank you for your commitment to our financial wellbeing! #InsuranceAwarenessDay 🙌 #FinancialSecurityForAll

[LIBRA Insurance Partners @LIBRA_IP]

Julie Melendez, from @AgencyONELLC, & Lori Walker, from @DBSLifemark, led an insightful agency best practices discussion at this year's underwriting meeting. Topics included working with carriers, data & reporting opportunities, & training options. #WeAreLIBRA #LIBRAUnderwriting

[LIBRA Insurance Partners @LIBRA_IP]

We are pleased to share that Gonzalo M. Garcia, CLU, managing partner of @AgencyONELLC Insurance Marketing Group LLC, has been elected as the new Chairman of the LIBRA Board of Managers.

Congratulations @AgencyONEGarcia!

Read the press release here: https://t.co/6qCAAU9j9k

[AgencyONE, LLC @AgencyONELLC]

We are beyond proud of our very own Gonzalo M. Garcia, CLU to have been elected as the new Chairman of the Board of Managers for LIBRA Insurance Partners! Congratulations, Gonzalo! 👏 #lifeinsurancematters #congratulations #insurance

[LIBRA Insurance Partners @LIBRA_IP]

We are pleased to share that Gonzalo M. Garcia, CLU, managing partner of @AgencyONELLC Insurance Marketing Group LLC, has been elected as the new Chairman of the LIBRA Board of Managers.

Congratulations @AgencyONEGarcia!

Read the press release here: https://t.co/6qCAAU9j9k

[AgencyONE, LLC @AgencyONELLC]

Did you keep up with our ONE Ideas last month? 👀 Check out our May ONE Idea Recap to see what happened at our Annual Advisor Conference, and learn about the comparison tools AgencyONE's Case Design Department uses to help close your cases! #insurance https://t.co/vKJWC92LfH

[AgencyONE, LLC @AgencyONELLC]

https://t.co/bd7O5EI7me

[AgencyONE, LLC @AgencyONELLC]

Yup. Let’s get on it. https://t.co/Y8Jtl2YR93

[AgencyONE, LLC @AgencyONELLC]

Get ready - Quote from Wealth Advisor article ...

"After Congress passed the legislation last summer, Treasury Secretary Janet Yellen directed the IRS to develop a plan outlining how the tax agency would overhaul its technology,…https://t.co/C41RFCDvsh https://t.co/qJHZnefNyL

[AgencyONE, LLC @AgencyONELLC]

I am excited for the official launch of the VIVE Client Portal. Term insurance made SOOOO easy for consumers. Best priced and name brand insurance companies with client self fulfillment ... YOU do it YOURSELF, WE can do it WITH Y…https://t.co/Jx9g3qvQpg https://t.co/KmoUDHulZG

[AgencyONE, LLC @AgencyONELLC]

So ….

How do we feel about that statement when it comes to insurance solutions and comprehensive planning?

AgencyONE Insurance Marketing Group LLC Insurance Network for Fiduciary Advisors LIBRA Insurance Partners Tiffany Markarian @AppelAdvisors…https://t.co/9wXgRMKaxt