Saving and Spending: Secrets of Centenarians
November 1, 2016Newsflash for your clients: Centenarians don’t have some “long life” gene. In fact, most have a family history with shorter lifespans, so they did not…
Living Shouldn’t Cost More Than Dying
October 24, 2016With healthcare costs increasingly on the rise, now’s the time to tell everyone about beneficial yet little-known supplemental insurances like Critical Illness Insurance. Don Hansen…
Health Insurance: Get Ready for Open Enrollment
October 17, 2016Do any of your clients depend on the private health insurance exchange for their coverage? Help them get educated and get prepared for the unstable…
A Survivor’s Story: My Father Passed Without A Plan
October 10, 2016Do you sell products or do you sell what they do as a part of the bigger picture? Financial Professional Tiana Ronstadt shares her personal story…
4 Financial Faux Pas
October 3, 2016If only your clients knew as well as you do how the market goes up and down, and investment decisions shouldn’t be made based on…
Health Insurance: Get Ready for Open Enrollment
October 1, 2016Do any of your clients depend on the private health insurance exchange for their coverage? Help them get educated and get prepared for the unstable…
Protect Your Family When Life Happens
September 26, 2016In the grand finale of Life Insurance Awareness Month, we brought on the great Marv Feldman to help break through the misconceptions and bad rumors…
Life Insurance as an Asset
September 19, 2016Life insurance is a critical piece to everyone’s financial puzzle. John Wheeler, Jr. CFP, CLU, ChFC, CRPC, LUTCF, a 40-year veteran of the insurance industry,…
A Risk You Don’t Have to Take
September 12, 2016Have you heard of Life Happens? Every year they do a fantastic job of promoting Life Insurance Awareness month, and this year, we partnered up…
9/11 – A Lesson in Life Insurance
September 5, 2016Even though it’s your job as a financial professional to prepare your clients for the worst, you always hope for the best. Unfortunately, David Buckwald…
A Risk You Don’t Have to Take
September 1, 2016Have you heard of Life Happens? Every year they do a fantastic job of promoting Life Insurance Awareness month, and this year, we partnered up…
Back to School Special: How to Fund Your Dreams
August 29, 2016Do you have clients or prospects who don’t know yet how useful and flexible 529 plans are? It’s “back to school” time, so share this…