Best Practices: Teaming Up
People seeking advice in our complex financial environment don’t expect any one advisor, agent, or planner to know it all. In fact, any... Learn More
BASICS: Planning for end-of-life health care costs
Fear and Denial. Most people will tell you they plan to live a long life. What they don’t want to talk about is the... Learn More
THE ELECTION: LIFE INSURANCE LOOKING GOOD
The insurance industry could be positively affected by the latest election if Congress fails to act on the tax-cuts sunsetting on 12/31. At... Learn More
OK, Let’s Go Over This One More Time
Fact: Life Insurance is the only financial vehicle that provides an income tax free lump sum of money upon the triggering event of... Learn More
Important Questions that Need Asking
You are a financial “doctor” of sorts. As such, you need information in order to “prescribe” the proper “medication” for your client... Learn More