As an insurance producer, there’s a very good chance that many of your clients are not prepared for the loss of their household’s breadwinner. At least, that’s the takeaway... Read more
From estate planning to long term care, the financial strategy needs of Americans are varied, and age often plays a major role in what financial advice individuals require. The goal for insu... Read more
In a world where consumers are increasingly seeking financial advice tailored to their specific needs, it’s more important than ever for insurance producers to offer their clients cust... Read more
More than ever, financial professionals are forced to contend with a strange dichotomy among clients. On the one hand, Americans are hungry for financial advice to soothe their worries. Howe... Read more
The importance of succession planning for your clients could go well beyond its impact on family matters. New data points to business succession planning being a significant factor for emplo... Read more
For financial professionals who are fully immersed in the industry day in and day out, it can be easy to forget the average client may not be familiar with certain concepts or terms. While t... Read more
Insurance sales don’t exist in a vacuum – any number of outside factors can influence a client’s willingness to invest in a product or service. And nothing can impact produ... Read more
Estate taxes make it difficult for wealthy people to pass their money down to future generations, and recent exemptions which increased the amount of money that can be passed on before taxes... Read more
As the economy continues to recover from the Great Recession, it seems that no generation made it through without various financial woes. But there are trends that have become apparent which... Read more
If you are a financial professional who works with clients that co-own a business, it’s crucial to speak with them about a buy-sell agreement and how disability insurance offers an eas... Read more