Category Archives: Bersonal Posts

I have a friend who is in sales and he is very good at it. In fact, he is one of the most respected real estate sales person in his area. Last month he was telling me about his brother … Continue reading →

Families need the guidance of an experienced estate planning team- which should include an insurance professional – especially when it come to modifying or creating an estate plan. Life changing events create an opportunity to discuss basic estate planning and … Continue reading →

  From the Desk of Adam Walling In light of recent announcements, we want to assure our distribution partners that Mutual of Omaha continues to be committed to the Long Term Care Insurance market.  We believe that LTCi provides value … Continue reading →

“It’s really hard to predict what a Trump administration would look like on these issues because there are so few specifics out there.” Donald Trump’s upset victory sets the stage to overturn signature aspects of President Obama’s legacy on financial … Continue reading →

As many of you know, we have been closely monitoring the DOL situation and how it will affect our industry, our reps and our standing as an IMO. We have been diligently working with industry experts to prepare for what … Continue reading →

Most of you who have attended our trainings know that I am a disciple of Thomas Freeze and his “Question Based Selling” approach. Most of what I have learned from his tapes and courses I have adapted to our industry … Continue reading →

As a firm, we have not actively marketed Life Settlements. The lack of regulations within the industry and the stain of the aftermath of STOLI has given us good reasons to stay away. That doesn’t mean we don’t still keep … Continue reading →

Have you been watching the debates? Hard not to, like driving by an accident on the highway you just have to look. I try not to be political in my blog but the debates are just too juicy to pass … Continue reading →

Brighthouse Financial Files Form 10 Registration Statement in Connection with Planned Separation from MetLife MetLife, Inc. recently announced that Brighthouse Financial, Inc. filed a Registration Statement on Form 10 with the U.S. Securities and Exchange Commission (the “SEC”). The filing … Continue reading →

Your No. 1 ritual should be: Use more rituals. Just having a ritual is key. It doesn’t matter what Warren Buffett does before breakfast—the important thing is what you do before breakfast. The more consistently you do it, the more … Continue reading →