Turkey Time Tradition: 4 Year-End Review Strategies

30 Nov

113016familytimeWith the holiday season upon us, we give thanks to the people and things that lessen our burdens and make our lives brighter.

As I write this blog, I’m reminded of how fortunate we are to live in a time where we can devote our attention to the things that matter most with the right planning.

In the spirit of giving thanks, make it a point this month to go over the insurance policies of each and every client. You may be surprised at just how many may need to make adjustments. More >>

Our Time of Greatest Need

28 Nov

112816greatestneedI had a great childhood. My mom was the educational director at the local nature center, and I spent a lot of time with her and all the great animals. Everything changed, though, when my mom was diagnosed with liver cancer on my fifth birthday. I started spending a lot of time in hospitals.

On October 26, 2004, I gave my beautiful mother one last hug and she whispered to me, “I will always be proud of you.” I was 6 at the time, and she was just 44. More >>

20 Quotes on the Importance of Thankfulness and Gratitude

25 Nov

112516thankfulWith Thanksgiving right around the corner, I wanted to share with you 20 quotes that really help put into perspective the power and importance of being thankful more of the time and not just on one particular day out of the year. More >>

19 Things All Millionaires Did Before They Got Rich

23 Nov

112316richEveryone wants to be rich. Google “how to become wealthy” and you’ll get 7.3 million search results. “Get rich quick” has 9.6 million results.

But as almost any self-made millionaire will tell you, wealth isn’t an accident. They had to develop a mindset and attitudes that shaped their approach to work and life — setting them on the path to success. And they did so when they hadn’t made it yet, building a foundation of habits that led to their eventual wealth. More >>

3 Things You Need to Do When You Get Your First Job

21 Nov

112116firstjobCongratulations on landing your first job! Now that you’re earning a living, it’s time to be proactive in taking care of your insurance. A healthy insurance portfolio protects your most precious assets in the event of death, disability or illness. Read on to learn three essential ways to protect yourself and your loved ones. More >>

10 Interesting Presidential Retirements

18 Nov

111816presidentialretirementWith the November presidential election quickly approaching, outgoing president Barack Obama is facing the same transition thousands of his fellow baby boomers are facing each day — retirement.

A few former presidents were not content to enjoy a quiet retirement after escaping from the demands of the presidency. The Miller Center, an affiliate of the University of Virginia, dedicated to presidential scholarship, provides details about all U.S. presidents, including how they chose to spend their time following their presidency. More >>

The Importance of Finishing Strong

16 Nov


A marathon race might be your business, practice, job, job search, family life, social life, sense of adventure, professional development, fitness goals, quality of life or personal relationships.

As it relates to business or work, you’re in the final lap — the last quarter of the year.

What areas of your business or practice could you be making adjustments to cross the finish line in full stride? More >>

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

14 Nov

111416longtermcareSo 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 >>

The BRIEF Method for Writing Sales Emails

9 Nov

110916emailsAs if sales wasn’t hard enough, here are three sobering statistics:

  • The average person’s attention span is 8.25 seconds.
  • People receive an average of 88 business-related emails a day.
  • 43% of people delete or stop reading long emails within the first 30 seconds of opening it.

Clearly, it’s getting harder and harder to reach prospects. But email as a sales tool isn’t going anywhere, so how do you cut through the clutter? More >>