Category Archives: Bersonal Posts

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 →

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 →

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 →

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 →

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 →

Mid-Term Election Preview Podcast As the November 6 election nears, Tom Crawford, Senior Managing Director of Strategic Communications Segment, FTI Consulting, discusses how the results can have a long-term effect on the financial markets, taxes and planning we do for … Continue reading →

Here are 5 conversation starters to help you talk about disability income insurance with your clients. 1 Every day I talk to clients about what matters to them the most – family, education, health  and adventure. Money isn’t first on the … Continue reading →

We all know a traditional Long Term Care policy can help with long-term care expenses. But, did you know it can give your clients tax advantages too? Current tax laws allow your clients to deduct either the actual or eligible … Continue reading →

Learn about the benefits of having life insurance Although the benefit of protection may seem obvious, many people don’t fully realize why they should have life insurance and the protection it can provide until they’re presented with the facts. While … Continue reading →

What is Loan-Based Split Dollar? In loan-based split dollar, the corporation pays the premiums on a policy owned by the business owner or key person (the “insured”). Generally, this would be treated as a distribution from the corporation and income … Continue reading →