by Morgan Mynatt | May 17, 2019 | Carrier Updates
Have you ever heard of a 17yr level term? It is available and so are a number of different options! Select-a-Term is a flexible solution to match your client’s specific situation with full convertibility to a permanent solution at the end of the level-premium period....
by apisadmin | Mar 27, 2019 | About, Carrier Updates, Forms
In today’s industries, progress is the heartbeat to an inevitable cycle of change and the advisory business carries no exception. As successful advisory practices continue to evolve, it is becoming necessary to undertake a succession plan that suits your clients’...
