Back in the 1700’s English theologian Isaac Watts said “Learning to trust is one of life’s most difficult tasks.” Watts did not take part in LIMRA’s study of the middle market but his sentiment is strongly represented. In the study nearly 70 percent of consumers said it was hard to know which online sources of financial advice they could trust.
Most Americans who have been working for their entire adult lives have some plans regarding their retirement, whether that’s through a sophisticated savings plan or just keeping some money stashed between their mattress and box spring. Of course, many companies these days offer their employees an easy option to save in the form of a 401(k) or an individual retirement account (IRA).
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:
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.
When you’re speaking to your high net worth clients, they tend to take your opinion to heart.