by Morgan Mynatt | Jul 1, 2026 | Uncategorized
Long-term care planning is a conversation more advisors are being asked to have. Clients are worried about health care costs, legacy planning, taxes, and protecting retirement income, and long-term care sits right in the middle of all of it. One funding strategy is...
by Morgan Mynatt | May 3, 2023 | Uncategorized
You’ve probably heard that the 2023 LIMRA and Life Happens Life Insurance Barometer study results have just been released. The results for this year may surprise you. This study has given us three unexpected target markets for life insurance marketing, and...
by Morgan Mynatt | May 19, 2022 | TBA Blog
Originally featured in ADVISOR Magazine on May 18, 2022 It’s no secret that marketing is important and crucial for any business. The reality is that creating a plan and executing it can feel overwhelming and time-consuming. The number one mistake that advisors make...
by Morgan Mynatt | Sep 1, 2020 | TBA Blog
Many advisors I have talked with over the years hear the words split-dollar come up while discussing planning for their business owner client and are immediately turned off by the idea because of the presumptive complexity of this type of plan. However, split-dollar...
by Morgan Mynatt | Jul 14, 2020 | TBA Blog
For many years people have been attracted to whole life insurance for the long-term death benefit guarantees and cash value growth, but what these policies offer in terms of guarantees, they often lack competitive pricing and flexibility. Recently, one of our...
