Establishing trust with a woman business owner is the first step to working with her to meet her financial security needs.
February 2020 |
Life insurance can enable your client to pass on wealth while they are still alive.
January 2020 |
Life insurance is a great way to maximize the dollars that will ultimately go to charity.
December 2019 |
Financial insecurity is a major hurdle in convincing millennials to buy coverage.
November 2019 |
If you see clients starting to take out loans to pay premiums, do not assume they are suddenly going to repay the loan or start making premium payments.
October 2019 |
It takes just one wrong click to make a mess out of an estate plan.
September 2019 |
An end-to-end life insurance business model can help reach the 37 million households without coverage.
August 2019 |
A marketer inspired by the University of Michigan’s life insurance policy play with head football coach Jim Harbaugh finds that a warm embrace can be good for retention.
July 2019 |
The renewed focus on AG 49 should be less about policing indexed universal life, and more about furthering client understanding of how the product really works and the different set of outcomes that are possible.
June 2019 |
Many clients will want to “get enough money together” before they execute any of these four financial disciplines. But they may be going about it backward.
May 2019 |