Saving and Spending: Secrets of Centenarians

November 1, 2016

Newsflash 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, 2016

With 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, 2016

Do 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, 2016

Do 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, 2016

If 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, 2016

Do 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, 2016

In 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, 2016

Life 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, 2016

Have 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, 2016

Even 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, 2016

Have 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, 2016

Do 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…