“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Insurance agents face informed prospects requiring new presentation skills, defensive practices, and study group training ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Industry veteran and respected licensed health insurance producer joins one of the nation's largest FMOs to scale an ...

The One Big Beautiful Bill Act that President Trump signed on July 4 changes the landscape for insurance planning, according to three experts who spoke at a webinar earlier this week. “Nothing in ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

The One Big Beautiful Bill Act signed by President Trump on July 4 will change the landscape for insurance planning, according to three experts who spoke at a webinar in mid-August. “Nothing in OBBBA ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...