Serving Clients With Estate Planning Needs

As we head toward the end of 2016 and prepare for 2017, we wonder how the estate planning environment might change. There is even some pressure to abolish the Federal Estate Tax.  Regardless...... 

The Future Advisor

Advisors must find a new way to engage with clients. We are overwhelmed by information on a daily basis. Your Facebook feed supplies an average of 1,500 posts per day, according to digital marketing...... 

Whole Life For Living And Legacy

When financial advisors discuss life insurance with their clients, the focus is usually on the death benefit as it should be. However, many times clients have little or no understanding of the features...... 

Time-Specific Planning

Football! Football! Football! Football season is what we all look forward to this time of year. The objective of the game is simple—whichever team scores the most points wins. There are many...... 

Where's The Beef In Long Term Care Insurance Protection?

Life insurance policies with living benefits, also known as hybrid or combo products, have emerged in popularity with a plethora of variations now available from insurance carriers.  These products complement traditional long term...... 

Opportunity In Uncertainty - Selling Fixed Indemnity Insurance

A product with a name like fixed indemnity insurance doesn’t exactly sell itself, does it? It doesn’t stop consumers in their tracks and make them say, “Hey, that’s just what I’ve been looking for.”...... 

ACA Update - An Outlook For 2017

The Affordable Care Act (ACA) has significantly changed the health insurance industry.

We have seen the ACA bring a number of positive impacts including that the overall uninsured rate is now trending below 10 percent—a...... 


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