Category Archives: Bersonal Posts

After two decades as a football coach, Chip Kelly unearthed an in­­teresting insight about recruiting players for the NFL: The teams with the most college graduates tend to outperform their rivals. Kelly discovered this fact a few years ago, when … Continue reading →

You would have to live under a rock to have missed the remarkable phenomenon of the ALS “Ice Bucket Challenge.” It will soon exceed $100 million raised to further ALS awareness and research. Who would have guessed that watching people … Continue reading →

Imagine this scene…you are standing in a room filled with qualified prospects. Every one of them is there to hear you talk about a topic vitally important to their financial future. You are prepared, you know your subject, but more … Continue reading →

As leaders in most any line of work will tell you, becoming a leader is mainly about what is in your head, not in your physical prowess or material advantages. In the book by Wayne Coffey – “The Closer: My … Continue reading →

An insurance company once did an analysis of its top-tier performers compared with the rest of their sales people. They were looking for “natural” competencies that were not trained skills. Managers were asked what personal characteristics these people possessed that were crucial … Continue reading →

Life Insurance as an asset class is a concept that is gaining traction and there is a very good reason why. Most investment portfolios are designed to help clients accumulate wealth. While accumulation is an important part of an investment … Continue reading →

The In’s and Out’s of Creating a Landing page A landing page is exactly what it sounds like: the page within your website that internet users ‘land’ on when they traffic from any online source. It’s the next page an … Continue reading →

A New Twist on Estate Tax Planning with Survivorship Universal Life (UL) Estate tax planning can be very tricky. The rules have changed significantly over the last several years and continue to evolve. Estate planning revolves around each client’s financial … Continue reading →

Allianz Life is trying to make it easier for us to explain FIUL to our clients. here is a link to their consumer video. All life insurance policies provide a death benefit. But did you know that fixed index universal … Continue reading →

Of all the affluent clients who fired their advisors, 87 percent did so because of the relationship or service. Only 13 percent did so because of investment performance. In fact, clients will leave even if investment performance is high if … Continue reading →