When is the best time to create and plan next year’s goals and implement your 2019 plan?

NOW!

December is a strange month. During the first few weeks, people scramble to tie their year up by jamming four weeks of work into two. Then in the last two weeks of the month, you hear crickets in the office as everyone has disappeared for the holidays. But really, now is...

As a life insurance sales consultant, I often help advisors and agents develop solutions for clients with unique needs. One area where I’ve been able to help my clients is consulting on cases for parents who have children with disabilities. Often, the clients are the primary caretakers for their children with disabilities, and they worry about providing for their...

The holiday season is upon us! Things can get hectic with family dinners, present-wrapping, and errand-running, but we have some ways for you to not only make an impact with your community, but also maintain your client relationships. Establishing yourself as an active member in your community allows you to connect with new people and strengthen your existing...

As you may be aware, many insurance carriers now offer policies that don’t require clients to take an insurance exam. However, there are still times when an exam is necessary, and it’s important to guide your client through every stage in the application process.

The paramedical exam can be intimidating for your client, especially if it’s his or her first time....

People invest billions of dollars in variable annuities with Guaranteed Living Income Benefit riders. After owning these variable annuity policies for several years, many clients begin to reevaluate their purchase and realize they should discuss alternative options with their financial professional.

Plenty of these customers need guidance on what they should do...