In the June, 2016 edition of The National Underwriter Life & Health, there is an article titled GOING DIGITAL that should be a warning to all of us to GET ON IT. FACT: AMAZON has applied to 37 states for auto and life authority to sell insurance. WOW Think of the implications. For example, […]
For many years I have been working the number side of life insurance products, always working to provide your clients with the best pricing and the best product alternatives. The rule with me has always been to make the product offering straight forward, clean, and in the consumers’ best interests. After the crazy 80’s and […]
Life Insurance is well accepted as the best way to protect children from financial repercussions after the loss of a parent. The financial impact can be horrific and stressful to remaining family members. Recently, the USDA came out with a calculator that determines the cost of raising a child. This tool can be used to […]
You spend your time building relationships, meeting new clients and asking for referred leads. The most accurate reading of your successes is not only your production numbers–it is knowing that you have planned correctly with your clients and set things up so that, when benefits are paid out, they are done as the client wanted. Insurance money, for […]
CNBC, on May 12, 2016, shared the results of a study that directly impacts the conversations you have with clients. Wealthy Americans (investable assets of at least one million) were asked their thoughts about their children’s financial futures. In April, 2016, nearly 40% said they felt their children would be worse off than they were. […]
