Owning a business is the ultimate balancing act, and the bigger the company, the more complicated the task becomes. Business owners have to consider the financial and material needs of their businesses and their employees. While employees expect steady income and benefits, they also want the security of knowing they’ll still have a job— even…
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Category: Financial Services
Using Life Insurance to Help Employee Retention
Learn how your clients can use life insurance to keep their high-quality hires.
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The Benefits and Drawbacks of Generational Wealth Planning
Many wealthy Americans even question whether leaving a large inheritance is a good idea.
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Preparing Your Clients For A Major Health Event
Learn how life insurance premium financing can help your clients use life insurance to reduce out-of-pocket medical expenses without liquidating assets for premium payments.
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7702: A Number to Know About Now More Than Ever
We’ll explain what Section 7702 says, what led to its creation and how new legislation may affect cash value life insurance policies moving forward.
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Selling Insurance Successfully in a Virtual World
How should you respond to the new normal for insurance selling and shopping so you can be successful?
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4 Ways to Establish Better Client Relationships
Learn four simple ways to strengthen client relationships, improve client retention and grow your business.
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3 Benefits of Premium Financed Life Insurance
Life insurance policies can facilitate business succession, estate planning and retirement goals—but they offer even more benefits when secured through premium financing.
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Smart Estate Planning in a COVID-19 Era
This may be a great time for you to re-evaluate issues or decisions you’ve made if COVID-19 has impacted you in some way.
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5 key elements to a leveraged planning elevator pitch
Elevator pitches – the long-time short-message strategy that insurance agents have been employing for years – can be extremely difficult to nail. In a matter of moments, you not only have to get your prospect’s attention, but also make the information presented compelling enough to keep them interested.
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