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Charles L. Ratner

Charles L. Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio.

Charles’s Recent activity

Programs to Help Life Insurance Agents Sell More in 2024

Mar 21, 2024

Get creative with webinars and roleplaying.

Alleviating the Anxiety of the Merely Well-to-Do Boomer

Mar 18, 2024

A slightly unorthodox approach for collaborative advisors.

A View of the ILIT at Sunset

Mar 15, 2024

There’s a lot more to see here than taxes.

How Life Insurance Agents Can Assess Their Readiness to Market in 2024

Feb 09, 2024

A tweak to perspective, process or presentation could pay dividends.

How Life insurance Agents Can Protect Themselves While Protecting Others

Jan 31, 2024

Those who are product agnostic will prevail in the uncertain times ahead.

Advisors Present a Request for Proposal for a Life Settlement

Jan 24, 2024

Creating competition while managing expectations and risks.

Life Insurance as an Investment for Retirement

Jan 10, 2024

Sold as a tax play, it’s more about the policy and the agent.

A Life Insurance Agent’s To-Do List for 2024

Jan 03, 2024

Tactical adjustments for a better year and then some.

An Agent Presents Executive Life Insurance Plans

Dec 05, 2023

As usual, the challenge is communication.

Will Your Life Insurance Business Sunset if the Tax Laws Don’t?

Nov 08, 2023

Now may a good time to hedge your bets.

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