March 1, 2024 Have the life insurance beneficiary discussion now and prevent problems down the road Asking clients about their beneficiaries can open the door to further discussions about life insurance and financial planning.
February 1, 2024 What obesity management drugs mean for obtaining life insurance These medications have been game-changers for those struggling with weight issues, but advisors must ask the right questions when users apply for coverage.
January 1, 2024 If selling life insurance were easy, everyone would do it The right way to have difficult conversations about buying life insurance.
December 1, 2023 Why one size doesn’t fit all in life insurance As consumer needs have changed, the life insurance industry responded by creating new products.
November 1, 2023 What every advisor must know about underwriting The medical underwriting process is complicated, but advisors still can help clients obtain the right coverage.