Each October, National Estate Planning Awareness Month encourages families, business owners, and financial professionals to revisit the strategies that safeguard wealth and ensure smooth…
-
September is Life Insurance Awareness Month, making it the perfect time to explore advanced strategies that maximize value for your clients. Life insurance not…
-
Life can get expensive. Rising living costs, healthcare expenses, and midlife pivots—such as a career change, early retirement, or supporting a family member—can all…
-
Many high-net-worth and business-owner clients assume they can self-fund the cost of long-term care (LTC). To a certain extent, they’re right. But while they…
-
Certainty is a powerful planning tool. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings long-awaited clarity to…
-
Life changes. So should your clients’ strategies. A life insurance policy purchased years ago may no longer fit a client’s needs. Maybe the kids…
-
A surprising spike in Medicare premiums—sometimes doubling or tripling the expected amount—can throw off carefully designed retirement plans. Many people don’t realize that Medicare…
-
To succeed in advanced sales, you must be more than knowledgeable—you must be strategic in how you connect, educate, and earn trust. Today’s clients…
-
With Republicans in control, most people assumed that many of the temporary provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) would…
-
Small businesses power the United States economy. They drive innovation, create jobs, and sustain local economies. With so much at stake, small business owners…
The Connelly decision has changed the landscape of business succession planning, prompting producers to reexamine how buy-sell agreements funded with life insurance are structured.…
A growing number of Americans are feeling optimistic about their retirement prospects, but this confidence is mixed with anxiety. The 2025 Retirement Confidence Survey…
Newer Posts