15 Phrases That Win Clients and Prospects

2 Dec

We want to win prospects over. Let them know we understand their concerns. Position ourselves on the same side of the table. It’s good to have handy expressions to make a point or prompt more questions, getting a conversation going. Here are a few that might help. More>>

How to Decorate for the Holidays, According to Your Zodiac

27 Nov

Which zodiac sign always creates an impeccable seasonal display? And which one is totally tacky (and loving it)? Decking your halls and more with all sorts of festive decor is a fun part of the holidays, but let’s face it: Some of you don’t know what you’re doing. It’s OK! Not everyone has a knack for interior design. Even if you do, you may have hit a creative wall or just can’t seem to get a clear mental picture of your artistic vision. Thankfully, your zodiac holds the key to understanding your decorating instincts and how best to use them. More>>

Happy Thanksgiving! What’s Your State’s Favorite Thanksgiving Side?

26 Nov

The turkey is the most iconic part of Thanksgiving dinner, and not to take away its shine or anything, but it’s definitely not the BEST part of the meal. Turkey is simply an outlet for my uncle to use his fancy new electric carver and a vessel for which I can eat a ton of delicious gravy. My friends, as we all know, it’s actually all about the sides, and this year, a survey found that when it comes to our favorite ones, Americans are full of surprises. Here’s to hoping you are enjoying your favorite side dish today. More>>

Foreign National Solutions Abound, Despite the Pandemic

25 Nov

It is with great pleasure we announce that the pandemic-induced travel and residence restrictions in place with most of our carriers have officially been lifted! Many of our carriers are now able to consider clients who have planned travel abroad or primary residency in approved countries, and in most circumstances, the carrier foreign national programs are back to normal as long as clients can travel to the U.S. for solicitation. More >>

Who are You Thankful for This Year?

23 Nov

Who are you thankful for this Thanksgiving? You likely have some relationships in your life that are extra meaningful. Perhaps you’re thankful for a spouse or partner? Or maybe your children? Or perhaps siblings, friends, or even coworkers?

Do any of those individuals rely on you for financial support? Do you have a spouse who relies on your income? Or perhaps minor children who depend on your financial means? More>>

Thanksgiving Desserts That Aren’t Pies

20 Nov

Pies are great and all, but Thanksgiving can get a little overloaded with pies. Everyone’s got to have pumpkin pie, apple pie, and pecan pie, but having those same pies every year gets boring fast. To mix things up, you can use those beloved fall flavors in other types of desserts. Items like cakes, cobblers, cheesecakes, trifles, and puddings are just as good as pies, if not better. So, branch out this year with some new Thanksgiving dessert recipes that will make you forget all about pie. More>>

Advisors Still Matter to Life Insurance Customers

18 Nov

In the face of the dramatic shifts caused by the pandemic, the study reveals that, “for most Americans, a conversation with a financial professional is still central to the life insurance purchase process.” In addition, companies that accelerate their digitally enabled processes (such as e-signatures and video conferencing) are likely to boost customer satisfaction. More>>

Here’s What You Need to Know About a Long-Term Care Insurance Policy

16 Nov

So, you’ve made the decision to learn more about long-term care insurance. That’s smart, as neither health insurance nor Medicare would pay for extended long-term care services in the event that you needed them in the future. Plus, there’s about a 70% chance you’ll need some type of long-term care after age 65, according to government stats. And given that the cost of long-term care can quickly deplete your life’s savings, it just makes sense to add it your financial plan. More>>