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....

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....

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...