Five Takeaways – Critical Illness or Long-Term Care?
Nov 20, 2013
Should you suggest that your clients obtain critical illness insurance or long-term care coverage for their old age? A lot depends on the client’s health and financial needs. View the full article here.
Critical Illness or Long-Term Care?
Critical Illness or Long-Term Care?
Nov 19, 2013
Should you recommend your clients get critical illness insurance? In many ways, it’s an emotional, rather than financial, decision.
Top 10 Considerations for Estate Planning with Life Insurance
Top 10 Considerations for Estate Planning with Life Insurance
Oct 29, 2013
Some questions to discuss with your clients
life insurance umbrellas
Five Reasons to Keep a Life Insurance Policy
Oct 23, 2013
A careful analysis could show that the value of a client’s life insurance policy far exceeds the cost.
The Old-Fashioned Variable Annuity, Staring Into Retirement
The Old-Fashioned Variable Annuity, Staring Into Retirement
Oct 15, 2013
Advisors long for the good old days when variable annuities had high guarantees. But guarantees are not what they once were, and advisors continue to shun VAs.
How to Save Money on Funerals
How to Save Money on Funerals
Oct 14, 2013
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Having Money and Getting Medicaid
Having Money and Getting Medicaid
Sep 18, 2013
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Overcoming Insurance Reluctance
Overcoming Insurance Reluctance
Sep 17, 2013
Who needs insurance? For many clients, it’s a subject too easily deferred or ignored. By understanding the emotional barriers, advisors can help clients make the rational decisions.
Navigating New Healthcare Options
Navigating New Healthcare Options
Sep 13, 2013
How to explain the recent changes in health insurance to confused clients planning for retirement.
Do Your Clients Have Insurable Interest?
Do Your Clients Have Insurable Interest?
Aug 20, 2013
State regulators and insurance companies are paying extra attention to the issue of insurable interest, and advisors better be careful in writing life insurance policies.
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