Disability insurance is an important piece of coverage for your clients. It's often overlooked, though. In this video, we share some quick thoughts on the subject, and give an example of one instance...

This week is our final post discussing how you can identify if your client may need a life insurance analysis and what additional value that you can bring to them in this discussion. Again, we ask...

In this week’s post we will be discussing how you can bring value to the second client type. Client type number 2: Drumroll please.... Folks that have life insurance but are not optimizing their...

Over the next three weeks we will be exploring the 3 categories of clients based on their life insurance needs. In this three-part series we will be discussing how you can bring value to each one....

  This article was originally published to Forbes.com. Over the years, many of us have purchased life insurance — whether it was to protect family or a key employee or as a vehicle to provide...

Picture it, your client has been coasting on the same life insurance policy for a few years and has had no concerns or complaints. No need to rock the boat by reevaluating the policy, right? Wrong....

  This article was originally published to Financial Advisor Magazine. In August 2016, the University of Michigan began what has now become a trend when they offered a split-dollar life insurance...

  Coordinating an insurance analysis can be intimidating unless you have the right team of experts. Refer to the four examples detailed below that illustrate how portfolio management, underwriting...

How Advisors Are Leveraging Life Insurance to Solve These 15 Common Problems In complex estate and business planning, there are many difficult situations that may arise. Life insurance can often be...