You may be dealing with clients who are drowning in credit card debt. Many who are in this situation may even want to borrow from life insurance to pay off debt. Your role as an advisor is crucial in ...

From my earliest days in the insurance business, I’ve heard this refrain from skeptics: “Buy term and invest the difference.” That is, pay the lowest premium possible, and use the savings to pad your ...

There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. A more ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...

Life’s biggest milestones bring both excitement and new financial responsibilities. From getting married to starting a family, clients look to their trusted advisors not only for financial insights ...

You’ve reached a major milestone in life, arriving at a point where it makes sense to work with a financial advisor. You’ve worked hard, and you want your money to put in an equal amount of elbow ...

One area of our practice that’s gaining increasing attention is U.S. life insurance planning for foreign national clients with U.S. situs assets. These assets could be exposed to future gift and ...