Life Insurance Awareness Month is winding down and this year’s observance looked a little different from those of previous years….
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People make decisions about money and handle money every day. A financial coach helps them optimize their money by guiding…
When you can walk someone though the toughest times of their life, you have a client for life. That was…
Most insurance agents dream of landing a BIG case, the high-net-worth client who represents a ticket into the big leagues….
The first and biggest financial decision older Americans must make is when and how to claim Social Security benefits. Consumers…
Investors need holistic planning and cash value life insurance fits into that planning, said Daniel Jack at the National Association…
Cash value life insurance has a role to play in helping clients get to a zero percent tax bracket in…
Provisions of the Tax Cuts and Jobs Act of 2017 that impact individual taxpayers will expire at the end of…
You’re meeting with a client to discuss life insurance, or maybe something regarding retirement planning when they ask a question…
One way to establish credibility as an expert is to use what Caleb Guilliams calls “other people’s audiences.” Guilliams, founder…
Why do people resist change? Michelle Rozen, a psychologist who is known as “The Change Doctor,” gave some insights during…
Leverage is using something to the maximum advantage. Leverage amplifies your product or service. How can leverage increase your practice?…
A gap exists between where you are and where you want to be. Jim Effner, founder of P2P Group, discussed…
Ninety-two percent of insurance agents will fail, and Cody Askins wants to do what it takes to help agents be…
Executive benefits are crucial in attracting and retaining talent, Kathleen Bilderback said, and she presented some ideas for those benefits…
Most veteran insurance agents are familiar with direct mail advertising to get in front of prospective clients. Some might still…
You might think you are in sales, but Tom Hegna wants you to know that you are actually in the…
If you analogize growing a strong retirement money pot to climbing a mountain, then it stands to reason that the…
Marcus T. Henderson Sr. said the COVID-19 pandemic made him realize that his practice has no boundaries. Henderson is speaking…
Advisors can elevate their business substantially by working closely with an attorney by attracting and serving high-net-worth clients with complex…
