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>>

How to Maximize Tax Savings from Workplace Perks at Benefits Enrollment Time

9 Nov

Take a few minutes to review your workplace benefits for next year. Your household finances for 2021 could depend on it.

After one of the most difficult and financially stressful years for many Americans, digging back into the details of workplace benefits like health savings accounts, or HSAs, and flexible spending accounts (FSAs) is probably the last thing you want to do.

Overcome that fatigue and get to it. More>>

Life Insurance Death Benefits

19 Oct

Life insurance comes with a number of advantages. One of the biggest draws is being able to financial support your family members after you pass away. Most life insurance policies include a death benefit, which your beneficiaries receive after your death. That money can be used to cover funeral expenses, repay outstanding debts and replace lost income. More>>

COVID-19 Sparks New Family Conversations Around Financial Matters

14 Oct

New report from Life Happens highlights how the pandemic has prompted a shift in Americans’ financial knowledge and behaviors.

Two-thirds (67%) of Americans say that the pandemic has been a wake-up call for them to reevaluate their finances, according to a new study by Life Happens, a nonprofit dedicated to educating consumers about the importance of life insurance and other related products for sound financial planning. More>>

What Your Clients Want to Talk to You About: Survey

7 Oct

Clients’ trust in and satisfaction with their financial professional increases when both parties willingly broaden their conversations and engage in a more transparent, holistic approach to financial and future planning, according to a new study from AIG Life & Retirement and the MIT AgeLab. More>>

10 Quick Tips for Term Life Insurance Shoppers

28 Sep

Any time is a good time to lock in life insurance if you need it. And the pandemic and economic crisis have spurred an increase in life insurance shoppers, as people look to shore up their overall financial plans. 

Whether the pandemic or other life events have brought you to the point of a life insurance purchase, here are top tips if you’re looking at term life insurance. More>>

Life Insurance Can Be the Key to Preserving Family Wealth

16 Sep

Guest contributor: Brandi Graver, CLU, is director, advanced sales and Lillian Vogl, JD, CFP, is director, advanced sales at Crump Life Insurance Services

What can people pass on to their loved ones if something were to happen to them suddenly? It depends on the day and, in some cases, the hour. Recent events have many clients concerned about the stability of their wealth, not only for their own benefit, but also for their legacy beneficiaries.

If you have clients who are concerned about what market volatility might mean for their loved ones, life insurance can provide peace of mind that generational wealth won’t get lost in the storms. More>>

Don’t Forget Life Insurance During a Divorce

22 Jun

Divorce can be devastating. Even an amicable divorce can cause financial hardship when you consider the cost of establishing and maintaining two individual households. While there are a lot of moving parts during and after a divorce, life insurance tends to be an afterthought. More>>