Category Archives: Bersonal Posts

For any of you who have been to our “Transition Training” program, you know that we feel the best way to service your clients is by asking questions and listening to the answers. The old sales approach just does not … Continue reading →

This is a very cool  graphic…reposted from my friend Bob Searwright’s blog: Above The Market The following animation (from Calculated Risk, using Census Bureau data), which updates every second, shows the wave of demographic changes from 1900-2060. The additional numbers of … Continue reading →

An Irrevocable Life Insurance Trust (ILIT) provides an estate with funds to help pay estate tax obligations. In most cases, spouses create an ILIT, designate a trustee and name their children as beneficiaries. The advantage of using life insurance to … Continue reading →

The U.S. business group of Sun Life Financial Inc. released “Well- Placed Fears: Workers’ Perceptions of Critical Illness,” a white paper based on responses from over 4,000 U.S. workers about the potential costs of a critical illness. In a release, the … Continue reading →

Here are some inspirational quotes to get you revved up for the rest of the year! “Cherish your visions and your dreams as they are the children of your soul, the blueprints of your ultimate achievements.” Napoleon Hill “The key … Continue reading →

Death. It is a very difficult subject. Most people do not like to talk about it, think about it or contemplate the fact that it is inevitable. For those of us in the life insurance business it is a conversation … Continue reading →

There is an old story about the shoe maker with holes in his shoes. The idea is he fixes everyone elses shoes but doesn’t take the time to fix his own. In my years as President of an IMO I … Continue reading →

James Gandolfini created a legendary character in his role as Tony Soprano on the HBO series “The Soprano’s.” From the opening scene of the 1st show, where Tony was in his therapists office, to the last scene when the screen … Continue reading →

I am a big fan of Holidays. Especially the 4th of July. BBQ, beaches and fireworks…what could be better for relaxing and reducing our stress levels? Because lets face it, times are hard. Yes…I said it. No matter what industry you … Continue reading →

Over the years, there has been a lot of life insurance premium that has been paid or sold with the use of Premium Financing. If used properly, and if the case meets certain parameters, the idea of Premium Finance can … Continue reading →