November 1, 2025 How life insurance closes the financial confidence gap Life insurance builds security amid consumers’ financial concerns.
October 1, 2025 Surprise your clients – with life insurance! Clients and prospects may not know how powerful life insurance products can be.
September 1, 2025 How life insurance funds executive benefit plans The executive benefits marketplace is a $42 billion market and one of the fastest-growing segments in the industry.
July 1, 2025 Buy-sell agreements and life insurance Life insurance can secure business transitions and build future confidence.
June 1, 2025 The role of life insurance in disaster preparedness Life insurance can provide comfort and financial stability after an unpredictable event.
May 1, 2025 Overcoming ‘I need to think about it’ The four most common objections to buying life insurance
April 1, 2025 How partnering with a CPA firm boosted my life insurance practice Matching the right advisor to the right accounting firm can be challenging, but worth it.
March 1, 2025 Key person insurance: A vital tool for startups Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.
February 1, 2025 What I wish I knew when I started out in life insurance A recently retired agent looks back on lessons learned and what newer agents can learn from them.
December 15, 2024 The role of life insurance in estate planning and wealth transfer Life insurance offers flexibility in estate planning that few other financial instruments can match.
November 1, 2024 Crisis to creativity: Evolving to meet needs of millennials and Gen Z Life insurance must shake off its reputation as death insurance.
October 1, 2024 The role of life insurance in estate and gift tax exemptions How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.
September 1, 2024 Life insurance must zoom at the speed of Gen Z Generation Z has the greatest coverage gap. How can advisors help bridge this disconnect?
August 1, 2024 Building sustainable wealth for high net worth clients Help high net worth clients use life insurance for tax mitigation.
July 1, 2024 When your client wants to borrow from their life insurance There are benefits and drawbacks to borrowing from a cash value policy.
June 1, 2024 Would you rather purchase items retail or wholesale? An analysis of the benefits of paying life insurance premiums through your qualified plan.
May 1, 2024 The importance of life insurance in long-term care planning Hybrid life insurance is becoming a popular alternative to pay for long-term care.
April 1, 2024 The real cost of volatility-controlled indices in IUL policies This analysis will help you understand and assess indexed universal life products that are becoming increasingly difficult to compare.
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.