5 Most Common Mistakes People Make with Life Insurance

28 Sep

wrongwayNow that it’s September, many people are focused on getting into the swing of the school year and putting behind them the more-relaxed pace of summer. Not many are focused on thinking about life insurance. But actually, September is Life Insurance Awareness Month, so it is a natural time to focus on this topic. Over the years, I’ve seen that there is a lot of confusion around this topic – from what type of insurance is best to how much you need and where to get it. With that in mind, below are the five most common mistakes people make when it comes to life insurance. More >>

Move It! 5 Simple Ways to Get More Exercise at Work

25 Sep

workexerciseYou already know that sitting all day at work isn’t good for your health, but how do you combat the negative health effects of a desk job? Sure, you can head to the gym after work, but when you don’t have time to focus purely on your fitness, you can still get in a little exercise in the office — without even breaking a sweat.
Here are five simple ways to get moving at work. More >>

“Are You Talkin’ To Me?” LIMRA Guest Speaker Leads Webinar

23 Sep

092315LIMRAHow are you talking to your clients about life insurance products? To the average consumer, life insurance products and concepts can be overwhelming and confusing. Join us on September 30, 2015 at 3:00 pm ET as Scott Kallenbach, Director, Strategic Research, LIMRA shares an insightful presentation about their research into what consumers are really hearing when presented with life insurance information. Don’t miss this opportunity to learn how a simple shift in your thinking and the way you talk to your clients may help you to really speak their language! View and register for the webinar here.

Do You Know How Life Insurance Works?

18 Sep

LI_quizLife insurance, like any insurance, gives you peace of mind should something happen to you. But knowing what you need and what to look for in a life insurance policy can be overwhelming. If you are thinking about taking out a life insurance policy, see how much you know about life insurance through our handy quiz. More >>

For Most US Workers, Retiring at 65 is No Longer an Option

16 Sep

Man in home office on telephone using computer smilingIf you find yourself working among more seniors who should be enjoying their time on leisure activities, then you’re clued into a growing trend: aging boomers who, voluntarily or otherwise, are working past the traditional retirement age of 65. For most, the need to make ends meet will be the driving factor. More >>

7 Smart Financial Moves for New (and Experienced) Parents

14 Sep

parentsFor the past nine years working as an advisor, I have been helping others plan for many of the important events in their lives, including marriage, children, retirement and leaving a legacy for their family. As I enter a new stage myself, I thought I would share some of the financial steps I took to help secure the financial future of my family. More >>

10 Tips for New Insurance Agents

9 Sep

newemployeeWe’ve all found ourselves in a new job at one time or another. We may have had peers or coworkers joke with us by saying words like these as terms of endearment … or, better, had them take us under their wings and teach us about our new environment. The truth is that any advice is helpful when you’re entering a new field. New insurance agents understandably feel overwhelmed as they begin navigating the complex world of insurance, sales, customer service and even agency management. More >>

How Well Do You Know Your Co-Workers?

4 Sep

coworkersFor many, the office can be a second home. You spend hour after hour plugging away at your desk, dealing with co-workers and answering to your bosses. But how well do you really know your office? Test your knowledge on the American workplace. More >>