Category Archives: Bersonal Posts

Our Customers’ Stories by David Brock on October 8th, 2018     Storytelling is important.  None of us live in a world of data and logic, as much as we might pretend that we do.  Stories are important. Stories provide … Continue reading →

Reviewing Life Insurance Every Year Is A Must Since life circumstances change over time, life insurance policies must be updated to reflect those changes. As a rule, it is best to review coverage at least once per year. When doing … Continue reading →

Dynasty Trust Provides a Bridge to Keep on Giving With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust, you can extend the … Continue reading →

Big tax changes have gone into effect in 2018. Thanks to the massive new tax cut that Republican lawmakers enacted late last year. I thought it would be good to highlight some of the key changes. Remember, changes are always … Continue reading →

Have You Tried the Cost of Care Calculator? It’s important for clients to understand the cost of LTC services in order to understand why an LTC Rider is such a valuable feature on a life insurance policy. Mutual of Omaha’s … Continue reading →

Despite the fact that many financial advisors consider permanent life insurance to be a more important long-term planning tool than term life insurance, many consumers still opt to purchase term life policies. Term life insurance is often sold at a … Continue reading →

I am a fan of Roccy  DeFrancesco, JD. I particularly like when he goes deep on helping advisors understand the complexities in Life Insurance products. This is a good insurance lesson from one of the better teachers out there.   … Continue reading →

Last week I had a face-to-face with one of my long time clients. She was recently laid off from her job of 30+ years and is earnestly looking at the idea of not returning to work and retiring early. She … Continue reading →

That is right. Four words. Experts say that just four words can change your practice and help you gain the trust and confidence of your clients. Those four words… “What do you think?” By asking one question – “what do … Continue reading →

Have you ever thought how important it is to script your message for each and every client appointment? Words matter and the difference in just a few words can be powerful. To be successful you need to capture and practice … Continue reading →