by John Felton | Jan 30, 2023 | Life Insurance, TBA Blog
Originally featured in Broker World on January 1, 2023 It’s no secret that the past few years have been challenging for financial professionals. The impact of new regulatory procedures, competition, underwriting, professional staffing, and other ROI risks have created...
by Kathryn Kinnane | Jul 26, 2022 | Life Insurance, TBA Blog
Have you asked your client recently, “Which asset do you want to use to pay for your long-term care?” Long-term care (LTC) can no longer be ignored as part of the financial planning process and should be a core portion of the risk management strategy when developing...
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 Zach Gosselin | Apr 1, 2022 | TBA Blog
As seen in the April 1, 2022 issue of Advisor Magazine. As every financial advisor knows, estate planning is critical for clients to properly execute their final wishes and distribute their accumulated wealth. For business owners, there is an additional layer of...
by John Felton | Feb 4, 2022 | Life Insurance, TBA Blog
Reprinted with permission from the January 27, 2022 issue of ThinkAdvisor. © 2022 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved. Whether you are working with an existing client or preparing for a discovery meeting...
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...
