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Part II: How US v. Windsor Affects LGBT Clients – Retirement Savings

Same-sex couples whose marital status changed under the historic United States v. Windsor Supreme Court ruling have had a lot to consider over the last year. Here are a few aspects of the financial planning landscape that have changed after the fall of the Defense of Marriage Act:


Part I: How US v. Windsor Affects LGBT Clients – An Overview

On June 26, 2013, the U.S. Supreme Court found that the Defense of Marriage Act was unconstitutional. With that single ruling, many doors opened for LGBT Americans across the country. Under the Supreme Court’s finding, the federal government can no longer discriminate against married lesbian and gay couples when determining federal benefits and protections.


Leveraging Mobile Technology for Insurance Producers

Are you taking full advantage of smartphone technology?In today’s technology-driven world, there’s a gadget or app for just about everything. More than just a trend, these tools can help you become more productive and improve your workflow – and, as an insurance professional, you know that efficiency is everything. Here are a few apps that can make you more efficient:


Practical Advice from the ‘$2 Billion Man’

Who says we only get one successful career? Steve Spector, who has spent his adult life amassing a fortune in the life insurance industry, has reinvented what success can mean. Recently, he was featured in National Underwriter Magazine as the $2 Billion Man, and has partnered with HighCap Financial for nearly a decade.


Bad Arguments Against Buying Life Insurance

When you’re speaking to your high net worth clients, they tend to take your opinion to heart.


The Mass Affluent Opportunity: Are You Missing Out? [Infographic]

In the decade since the launch of Facebook, social media platforms – including Twitter and LinkedIn – have established themselves as a trusted place for the Mass Affluent to locate and engage with financial companies and the information that they provide. Insurance agents and financial advisors need to institute a social media presence so they can not only demonstrate that they are tech savvy and cutting edge, but also to become an indispensable resource for maintaining their relationships with existing clients while finding new prospects in an actionable way.


Groups of People Who Need More Life Insurance

Young speaker at a meetingDo your clients have enough life insurance? Of course, as their agent or financial advisor, you do your best to look out for your clients’ best interest, but recent information shows that there are certain groups of Americans who are not only underinsured, but also stand to lose the most in the case of an unexpected death. When a study from Genworth took a look at life insurance gaps among Americans, it identified four major consumer groups that may be in need of additional – or any – life insurance planning: unmarried parents, women, large families and those with certain common health conditions.


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