Targeting Success
Knowing more doesn’t just mean doing more, it means getting better results.
Disability Insurance: The Coverage Your Clients Need Most, and Ask for Least
Disability insurance rarely gets the attention it deserves. Yet for most clients, it’s the single line of coverage that determines whether their entire financial plan holds together (or unravels) after […]
Why People Think “Insurance Is a Scam” — And How Agents Can Change the Narrative
“Insurance is a scam.” You’ve heard it before. Maybe from a prospect who had a bad experience with a homeowner’s claim. Maybe from a client who paid premiums for years […]
Don’t Outgrow Your Business Insurance
Best practices exist for a reason, as do products that may cost a bit more but offer superior value. In this real-life example, an insurance solution that is built for […]
The Tax Time Bomb of Self-Funding Long-Term Care Costs
Undoubtedly, there are clients with enough assets to pay for care should they need it later in life. That said, this may be one of those instances where just because […]
Avoiding the Tax Double Whammy
Two significant factors, one currently active and another on the horizon, are poised to dramatically reduce the assets left to IRA beneficiaries. This looming “one-two punch” can be mitigated with […]
