Category Archives: Bersonal Posts

Sandy Hook- 6 Years Later

I got a message today from the mother of one of the boys who was killed on December 14, 2012 at Sandy Hook Elementary school. I happened to be in CT when that event happened and I took the time … Continue reading

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Make A 1st Impression

As a presenter, you will never have another chance to make that first impression. Your audience will decide in the first 2 minutes whether they are going to take you seriously or not. That’s why it’s vital that you focus … Continue reading

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Voluntary Philanthropy

Lets face it…everyone has to die some day. No way around it. Most of us, when we go, want to leave as much of a Legacy for our families as we can. Much of my work with clients focuses on … Continue reading

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The “Sell-by Date”

Having a big pipeline of “prospects” is typically seen as desirable. The more prospects you put into the pipeline, the more will eventually emerge as clients. At least that’s the theory! And in principle, the theory is valid. Some of … Continue reading

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Watch and Learn

Three insurance agents and three attorneys are going to the same conference in NY City. They all decided to take the train. The three attorneys got in line and each bought a ticket. The insurance agents only bought one ticket … Continue reading

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SEC “Best Interest” Proposal

Advisors are less aware of the Securities and Exchange Commission’s best-interest proposals now than they were of the Labor Department’s fiduciary rule proposal in 2016. So says Fidelity research, which also finds that not only do 40% of advisors aware … Continue reading

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Let’s Talk DI (Part 2)

Here are 5 common objections about income protection to help you talk about disability income insurance with your clients. “We’ll use our savings.” Relying on savings is a good approach for the short term. However, in some cases, depending on how … Continue reading

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