What do you say to clients who say “I can’t afford to save now. I’ll start saving after I pay off my loans, buy a…

With healthcare costs increasingly on the rise, now’s the time to tell everyone about the beneficial yet little-known supplemental insurances like Critical Illness Insurance. Show…

The time to get your fiscal house in order is when the economy is going well. You know that the economy is going well now…

Why do we have so many shows on Life Insurance? Because not enough people care about it! Nobody wants to think about dying, and nobody…

Sometimes life insurance policies get lost or misplaced, and it would be a shame for the beneficiaries to lose those benefits. To work towards a…

With the cost of education increasing every decade, going to college can be a real burden for many. The price tag often signals the end…

A lot of people are against Life Insurance because they don’t fully understand it. It’s hard to see the value in paying for something that…

Embarrassment, guilt and shame often stops clients from discussing their personal or loved one’s addiction. As an advisor you realize how much financial harm an…

The Titanic sank over a century ago – and it took over 73 years to find it. Dr. Robert Ballard, the Oceanographer who was responsible…

Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…

It’s not the Social Security Administration’s job to tell your clients how and when they should file for the maximum benefit, so it’s important for…

Have you ever wondered how some of your smartest and most successful clients make dumb decisions when it comes to their money? Author of Why…