Monthly Archive: August 2019

0

Annuities: Strategy vs. Product

If you want to convince someone of the need for an annuity, position it as part of a strategy instead of merely presenting it as a product. That was one takeaway for advisors after...

0

Mind Your Mouse Clicks: DIY Estate-Planning War Stories

Do-it-yourself estate planning is officially a thing. Thanks to the internet, everyone has the ability to draft wills, trusts and a variety of other legal documents. Many documents can be produced for less than...

0

Boxes and Cubes

Guy Baker was becoming frustrated as he tried to educate the five members of a CPA firm on the value of buying life insurance to fund a buy/sell agreement. The CPAs were having a...

0

2019 Life Insurance Status Report

Steven LaBroi knew that he was going into a challenging field when he got involved in life insurance, but he quickly ran into issues that were hundreds of years in the making. “There was...

0

How To Market To Every Generation

Your mom and dad were hopelessly out of touch. It doesn’t matter whether you are a member of the silent, baby boomer, Generation X or millennial generation — at some point in your youth,...

0

Dem Hopefuls Fine-Tune Health Care Ideas As 2020 Draws Closer

Will “Medicare for All” get rid of private health insurance once and for all? How will Americans pay for Medicare for All? The Democratic presidential candidates are refining their positions on the issues as...

0

Finding The Problem

“I haven’t found a problem, so there is no solution I can provide to you.” I can assure you that I have problems but the insurance agent had spent the past hour sitting at...

Leadership and tech skills hard to find: Executives

Finance executives in Canada say leadership and technology skills are most difficult to find when hiring says new research from staffing firm Robert Half Finance & Accounting. They say business analytics skills are in...

Estate Planning: How To Utilize Life insurance And Trusts

Lake County News (CA) Death benefits payable from a life insurance policy on the death of the insured can be considerable. Such benefits can either be paid directly to one or more individual beneficiaries...