Life Insurance

Death and taxes are certain. Learn what life insurance can do for you and your loved ones.

Life InsuranceInsurance for Businesses Bonus Success Story: Solution for solo practitioners

Successful business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future. An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the "bonus success" story after I finished a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

March 1st, 2022
Life InsuranceInsurance for Businesses Series: Supplemental Executive Retirement Plan (SERP) Non-qualified Deferred Compensation

Successful business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future. An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the fifth one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

January 18th, 2022
Life InsuranceInsurance for Businesses Series: Split Dollar

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the fourth one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

September 16th, 2021
Life InsuranceInsurance for Businesses Series: Executive Bonus Plan

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the third one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

August 27th, 2021
Life InsuranceInsurance for Businesses Series: Loss of Key Employee

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the second one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

July 5th, 2021
Life InsuranceInsurance for Businesses Series: Buy-Sell Agreement

How can you help business owners with ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future? An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the first one of a 5-part series dedicated to businesses and the role of life insurance in solving some of the concerns of business owners.

July 1st, 2021
Life InsuranceLife Insurance & Retirement Planning

It is critical for a financial advisor to help make sure clients do not outlive their retirement funds or that chronic illness does not derail a well thought-out financial plan. Could Life Insurance help with these matters?

June 3rd, 2021
Life InsuranceUnderstanding the difference between Group (employer) vs Individual life insurance

According to the US Bureau of Labor Statistics in 2018, 60% of employees have access to life insurance through work (aka group life insurance). How does this differ from "individual" life insurance and when does it make sense to purchase an individual policy?

April 28th, 2021
Life InsuranceDoes a stay at home spouse need life insurance?

Do we have to insure both spouses or just the breadwinner? How much life insurance should a non-working spouse have? As an advisor, make sure you are well-equipped to discuss this sensitive topic.

April 21st, 2021
Life InsuranceLife Insurance Covid-19 Restrictions Then & Now

When Covid-19 came, a group of people were instantly rejected for life, LTC or disability insurance. Recently, things have changed. Learn how it was and where the insurance industry is now when it comes to approving or denying prospects with the current Covid-19 environment.

April 2nd, 2021
Life InsuranceAccelerated Underwriting & The Advisor

Traditional underwriting typically takes an average of 30-90 days for completion. With technology paired with accelerated underwriting, that timeframe could be shortened to days, hours, sometimes even minutes. Learn how it could benefit you!

March 29th, 2021