Is this tool in your toolbox?
September 17, 2018Sometimes life insurance policies get lost or misplaced, and it would be a shame for the beneficiaries to lose those benefits. To work towards a…
Can you afford your education?
September 10, 2018With the cost of education increasing every decade, going to college can be a real burden for many. The price tag often signals the end…
Do you need Life Insurance?
September 3, 2018A 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…
Opioid Overdose – Cheryl’s Story
August 27, 2018Embarrassment, 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…
Uncovering the Titanic
August 20, 2018The Titanic sank over a century ago – and it took over 73 years to find it. Dr. Robert Ballard, the Oceanographer who was responsible…
17 mistakes consumers make
August 13, 2018Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…
Protecting your Social Security benefit
August 6, 2018It’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…
8 dumb decisions smart people make with their money
July 30, 2018Have you ever wondered how some of your smartest and most successful clients make dumb decisions when it comes to their money? Author of Why…
What Does the Internet Say About You?
July 23, 2018It’s likely that your prospective clients are researching you online, so what are they finding? They may find some great reviews on sites like the…
Don’t pay the price just because everybody else is!
July 16, 2018Many individuals don’t like to plan for a crisis because they don’t want to accept that there ever could be a crisis. Get your clients…
Is your life boat packed?
July 9, 2018Are you sick of your clients not planning for their futures because they’re listening to lunch room talk? On this episode, MDRT Member Frank Lojewski…
What does running a marathon have to do with retirement?
June 25, 2018Every retirement is different, so why treat them all the same? You understand the importance of having a coach as you plan for retirement, but…