9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a … Read more

The Top 9 Questions an Insurance Planner Should Ask Their Clients

Insurance planners consistently ask us for ways to start a conversation about life insurance. It’s a difficult topic for many to talk about, so having properly framed questions is critical both for conversation purposes and starting a plan off correctly. Here are 9 questions we find valuable in starting a conversation about life insurance.   Do … Read more

Protecting Your Practice as a Wealth Manager

  Perspective is drastically important in this business, as a wealth manager discovered during a routine visit I had with him and his client. This one meeting has changed the advisor’s outlook on his entire practice. And I believe it will have an impact on many other advisors. The  reason for this point-of-sale meeting with the 65 … Read more

A Quick Guide to a 1035 Exchange

[vc_row][vc_column][vc_column_text css=”.vc_custom_1456174159371{margin-top: 32px !important;margin-bottom: 50px !important;}”]What if there was a way to increase the death benefit and reduce the premiums on an in-force life insurance policy?  How do you upgrade to a better life insurance policy without losing your investment? If you cash out your old policy, you may owe taxes on those funds, even … Read more

3 Great Ideas To Boost Sales

[vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/1″][vc_column_text css=”.vc_custom_1455649316677{margin-top: 80px !important;}”] Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_column_text css=”.vc_custom_1455650526312{margin-top: 40px !important;}”] [/vc_column_text][/vc_column][/vc_row][vc_row full_width=”” margin_top=”0″ margin_bottom=”0″ padding_left=”0″ padding_right=”0″ bg_position=”top” bg_repeat=”no-repeat” bg_cover=”false” bg_attachment=”false” padding_top=”0″ padding_bottom=”0″ enable_parallax=”” parallax_speed=”0.1″ bg_type=”bg_color” bg_grad=”background: -webkit-gradient(linear, left top, left bottom, color-stop(0%, #E3E3E3));background: -moz-linear-gradient(top,#E3E3E3 0%);background: … Read more