Financial advisor

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Planning for Children: GoFundMe or Life Insurance?

As financial professionals take on new challenges with a generational shift in the overall economy, it is vital that they look past the two people sitting in front of them and look down the line to the children as well. Often advisors get caught up in what the client needs in the moment and leaves it there, but very few take it further to ensure that the people they are trying to protect from financial hardship after losing a loved one are equally insured.


Advisors, Consumers Should Reevaluate Policies

Getting a client in the door and signing up for a life insurance policy isn’t a permanent solution. There are a number of changes an individual may experience in their lives that may call for various levels of coverage.


7 LinkedIn Profile Essentials for Producers

We often hear that producers don’t have time to leverage LinkedIn or any social media platform for that matter in their practice. Time spent on social media is inevitably time lost when you could be checking off the to-do list or in front of a client, right?


Financial Advice: What Women Want

The majority of the nation’s wealth is expected to soon be controlled by women and if over half of those women prefer to receive financial advice from other women, then men- you’re in trouble.


Educate Your Clients on Annuities as a Wealth Transfer Tool

As a financial producer, you’re aware that one of the main concerns of your clients is how to efficiently and responsibly pass on their wealth, whether it’s to younger siblings, children or even grandchildren. While there are numerous ways your clients can leave inheritances, certain methods create more burdens than your clients would prefer. 


Breaking Down the Advantages of Permanent Life Insurance for Clients

For most consumers, life insurance choices boil down to term versus permanent. And while there are certainly instances where term life insurance may make more sense, most high-net-worth individuals would benefit from the long-term value and protection that is only offered by permanent life insurance options.


Help Your Clients Save on Estate Planning

There’s no shortage of factors to consider when it comes to estate planning. Family relationships, last wishes, wealth transfer – your clients will have their hands full. However, in addition to helping them wade through the often complex process of estate planning, they’ll also be looking to you for one more service: reducing costs.


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