How Not to Destroy Your Client’s Family After Your Client’s Death

Every advisor can relate to real-life horror stories about unintended and irreparable damage done to families when their wealth transfer plans get messy. Here’s how life insurance could have averted the drama.

November 2017 |  Read Article

The Real Bucket List: What Every Parent Needs

Young parents may not be ready to think about estate planning. But an advisor can be the catalyst to motivate them to plan for their children’s well-being if the unexpected occurs.

November 2017 |  Read Article

How Life Insurance Products Stack Up in Producing Income for Retirement

Traditional life insurance policies have many benefits for solving income-based needs, if those products are responsibly managed and if the purchaser truly understands the risks.

October 2017 |  Read Article

The Right Life Insurance for Each Stage of the Business Cycle

All business owners go through a life cycle, and their life insurance needs change as the business grows and evolves.

September 2017 |  Read Article

How Asking the Right Questions Resulted in a Big Case

A good referral, combined with matching up the right benefits for the prospect’s needs, led to a million-dollar sale. Knowing what questions to ask didn’t hurt either. Here’s how it all came together.

September 2017 |  Read Article

Fighting the ‘Alternative Truth’ About Life Insurance

Dave Ramsey’s statements about life insurance don’t hold true when countered with mathematics.

August 2017 |  Read Article

How to Save Your Client’s 401(k) Without Violating the DOL Rule

Don’t let fear of the unknown keep you from branching into a new market for your practice.

August 2017 |  Read Article

Women Face 6 Challenges On The Road To Retirement

From their greater longevity to their higher likelihood of critical illness, women face a number of hurdles in retirement readiness. Here is how life insurance can ease the way.

July 2017 |  Read Article

How Term Life Makes It Easier For Clients to Give Back

Charitable giving provisions traditionally have been included only on permanent insurance, but more recently, carriers have begun incorporating them into term insurance products as well.

July 2017 |  Read Article

Focus on the ‘Life’ in Insurance For Next-Generation Clients

Life insurance for the living is a way to make a product relevant to younger generations of consumers.

June 2017 |  Read Article