Life Insurance

Category Archives

Dispelling Insurance Myths

Dispelling insurance myths and urban legends can be just as beneficial to your clients as filling them in on coverage details in the first place. All too many individuals make serious insurance decisions under false impressions and with mistaken beliefs, so it’s essential for financial professionals to cut through the misinformation.


Transferring Wealth to the Next Generation

Regardless of income, parents want to make sure they’re able to provide their children with a good life. Passing on wealth to the next generation is often a integral part of this. Fortunately, high-net-worth individuals have more options than most when it comes to wealth transfer planning.


Better Insurance Marketing Through Personalization

Forming a bond with clients is important across a number of industries, but perhaps none more so than insurance. Producers are responsible for providing not just a valuable service to clients, but a roadmap for their futures.


Financial Planning Steps for New Parents

The months leading up to a new addition to the family are exciting ones. And while your clients who are expecting their first child may be overwhelmed with picking cribs and strollers, it’s up to you to help them get their financial house in order. Here are a few steps for new parents to take to prepare for baby:


Americans Looking to Future Financial Needs Sooner Rather Than Later

From estate planning to long-term care, the financial strategy needs of Americans are varied, and age often plays a major role in what financial advice individuals require. The goal for insurance producers and other professionals working in the financial planning industry is to determine what advice clients need and when.


The Evolving Relationship of Financial Professionals and Wholesalers

Ensuring all clients get the proper wealth planning products is no small effort. It takes a team of professionals who have their clients’ best interests in mind. One key player is the wholesaler.


Recent Study Spotlights Life Insurance Gap for Many Americans

Meeting2As an insurance producer, there’s a very good chance that many of your clients are not prepared for the loss of their household’s breadwinner. At least, that’s the takeaway from a recent report from the Life Insurance Management Research Association (LIMRA).


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