Category Archives: Uncategorized

Changes

In our industry there is one time that our clients should always be ready to talk. When life is changing then it’s time for financial plans to change as well. Some of these changes are obvious. The passage of time … Continue reading

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Are your LinkedIn settings working for you?

In the social media world we live in today, it is important to stay on top of the latest trends, updates and features of the tools you are using to market yourself on the web.  LinkedIn is a fabulous tool … Continue reading

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NAVIGATING VETERAN’ BENEFITS

As the number of veterans separating from service increases year over year, I foresee a need for advisors to become more adept in navigating veteran’s benefits alongside their clients.  Additionally, there are some benefits that active service members are entitled … Continue reading

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Think You’re Prepared? Think Again. Then Figure it Out!

Monday, March 21st, was World Down Syndrome Day. This day falls on 3/21 every year as people with Down syndrome have 3 copies of their 21st chromosome. I never paid attention to this day…never even knew it was a thing, … Continue reading

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Chronic Illness Riders vs. Qualified Long-Term Care Riders

While Long-Term Care Insurance may be a viable option for many, Financial Advisors are moving away from stand-alone Long-Term Care Insurance due to rate stability and the fact that the benefit is paid out to the client while living or, … Continue reading

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For Now, Business as Usual

Last April (2015), the Department of Labor proposed regulations that would require a best-interest contract between advisors working with retirement accounts and their clients. If you haven’t been paying attention, you can read up on the proposed regulation here. In short, … Continue reading

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Marketing to the Generations

You’ve probably noticed most of our newsletters contain some type of article about millennials.  Millennials are the newest generation to enter adulthood.  They are getting jobs, buying houses, having children, making them great prospects for new clients.  All the talk … Continue reading

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The Key to Social Media Marketing

Question: What’s the Key to Social Media? Answer: I have no idea. Seriously, social media marketing in our industry is challenging for a myriad of reasons and one of them is Authenticity.  If you have a company page and you’re … Continue reading

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Applications IGO Make Everyone Happier!

Everyone wants their business to be speedy and painless.  When it comes to Underwriting, we cannot always guarantee that, however, if we can get the applications in good order (IGO) upon submission, you will see the payoff in the end! … Continue reading

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Policy Review – Part Two

By Shayne F. Last week, Allison provided some great reasons to conduct a policy review and some great questions to ask. Since some of our largest cases are written every year as a result of policy reviews, I wanted to provide … Continue reading

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