Insurance Agent

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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.


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?


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.


Retirement Planning Myths You Should Dispel Immediately

While your clients turn to you for financial advice, that doesn’t mean they aren’t seeking out information on their own, whether that’s from blogs, news reports or their peers. Though seeking to understand as much as possible about their finances in general and retirement specifically is admirable, there is plenty of misinformation available. Here are some of the myths your clients may have heard that you should dispel quickly:


Helping Clients Handle Newfound Wealth

As a financial professional who helps your clients manage their money, you’ve probably seen them earn their wealth in all manner of ways. Many likely have successful business or investment ventures, while others may be the beneficiary of a trust fund.


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).


Twitter for Producers: Learn the Basic Commands

It’s likely that a person with your sales experience has figured out face-to-face networking events, but when it comes to digital networking, you may feel a bit lost. Communicating in the digital space is essential to 21st century networking and key to expanding your financial practice. You know your competitors are on Twitter and you can’t shake the notion that you should be too.


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