Blog Archive

Retirement Forecast for Future Generations

Retirement Forecast for Future Generations

A potential “retirement crisis” is currently in the forecast for future generations in America, despite the rebound working families have seen since the market downturns Read more...
Three Ways and IUL Can Help Pay For College

Three Ways and IUL Can Help Pay For College

College costs are rising, and more and more parents are looking for creative ways to afford the kind of education they want their children to Read more...
How Do You Present the Need for Retirement Savings to Clients?

How Do You Present the Need for Retirement Savings to Clients?

Many of us assume that we could easily place ourselves in the shoes of our clients, but that's not always the case. The longer that Read more...
Trends in Current Philanthropic Giving from Wealthy Donors

Trends in Current Philanthropic Giving from Wealthy Donors

Since 2006 the U.S. Trust Study of High Net Worth Philanthropy has examined the giving and volunteering trends, behaviors, attitudes, and priorities of American households Read more...
Minimizing Retirement Anxiety

Minimizing Retirement Anxiety

Whether retirement is approaching in the immediate future or you’ve got a few years before retirement hits, you may suddenly find yourself with the realization Read more...
Are You Prepared for the Need for Long Term Care?

Are You Prepared for the Need for Long Term Care?

Today’s seniors are living longer than ever before, maintaining a great quality of life longer than they ever anticipated. Unfortunately, the high quality of medical Read more...
Getting More Value from Your Financial Plan with Proper Goal Setting

Getting More Value from Your Financial Plan with Proper Goal Setting

We all have little castles in the sky. For some, it's a trip to Hawaii for an upcoming anniversary. For others, it's saving enough money Read more...
What is Working for Consumers?

What is Working for Consumers?

There is certainly a lot of important information about what is NOT working to connect with consumers. This is obviously important because bridging the knowledge Read more...
Life Insurance Awareness Month: Being Aware of What Consumers Want

Life Insurance Awareness Month: Being Aware of What Consumers Want

September is Life Insurance Awareness month and this campaign provides a much-needed push for the American consumer to overcome misconceptions and create productive conversations about Read more...
Aging Americans Increasingly Concerned Over Post-Retirement Healthcare Costs

Aging Americans Increasingly Concerned Over Post-Retirement Healthcare Costs

If you have a family member or friend who is or has suffered from Alzheimer’s, you know exactly how distressing the onset of this disease Read more...
Debt and Death: How Life Insurance Can Help in The End

Debt and Death: How Life Insurance Can Help in The End

For the average American debt is an unavoidable consequence of life, and not necessarily a negative one. From student loans which can unlock higher incomes, Read more...
How an Index Universal Life Insurance (IUL) Policy Could Alleviate Financial Regrets

How an Index Universal Life Insurance (IUL) Policy Could Alleviate Financial Regrets

A nationwide survey released in May of 2019 reveals what most of us have long suspected: when it comes to our personal finances, most Americans Read more...
How Does Social Security Fit into Your Retirement Plan?

How Does Social Security Fit into Your Retirement Plan?

You’ve probably heard that the future of Social Security may be uncertain – it is a frequent topic of discussion among those currently working and Read more...
Why Moms Needs Life Insurance

Why Moms Needs Life Insurance

A lot has changed for women in the past several generations. While it’s still a large discussion in our current social climate, today the gap Read more...
Retirement Concerns and Risks for Effective Agents to Consider

Retirement Concerns and Risks for Effective Agents to Consider

People’s insurance needs evolve over their lifetimes, and an insurance agent who understands these changes is poised to be a relevant and effective advisor. In Read more...
Here’s How You Can Turn Life Insurance Misconceptions into a Positive with Your Clients!

Here’s How You Can Turn Life Insurance Misconceptions into a Positive with Your Clients!

Learning to manage finances and plan for a secure future can be one of the most difficult challenges of adulthood. Consumers often receive conflicting advice Read more...
We're Hiring in Minnesota!

We’re Hiring in Minnesota!

Are you ready to take your career to the next level? Are you someone that loves staying busy and keeping organized? Do you have a Read more...
Join us during our next free IUL University!

Join us during our next free IUL University!

Life insurance sales haven’t been great lately — policy count has declined in six of the last 10 years, according to LIMRA. However, index universal Read more...
Understanding Pension Risk

Understanding Pension Risk

A recent study by the federal government¹ has shown that as many as 1 million people are at risk of losing their federally insured pension Read more...
Money Mistakes in Retirement

Money Mistakes in Retirement

A recent forbes.com article talks about money mistakes in retirement (http://onforb.es/KDiaEe). The first item on the list is to make sure retirees have tax-efficient strategies Read more...
Working with Younger Clients – Life Insurance Opportunities

Working with Younger Clients – Life Insurance Opportunities

I have observed in my meetings with producers and agencies that producers are trying to work more and more with older age clients only. This Read more...