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My Practice >>

Michael Kaselnak
How you communicate determines the success of your marketing
Article posted by Michael Kaselnak
Study after study has indicated that the number one reason people leave financial advisors is a lack of contact. Yet lack of contact is the one thing an advisor has control over.

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Life >>

Michael Gray
What is a life insurance settlement?
Article posted by Michael Gray
A life settlement is an extremely valuable tool that offers more flexibility to the policyholder.

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Retirement >>

Nick Paleveda MBA J.D. LL.M
Is the rollover business start up technique legal?
Article posted by Nicholas Paleveda MBA J.D. LL.M
This article examines a scenario in which a client is considering the purchase of a new business with a preexisting 401(k) plan and wishes to do so using a rollover business start up (ROBS) technique.

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Annuities >>

Ryan Parker
Annuity questions: Provide answers before anyone even asks, Pt. I
Article posted by Ryan Parker
It's not enough for your client to seem to understand all the details of their annuity. You want to know they understand.

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Health >>

Tom Morey
Disability Awareness Month: Educating clients on the benefits of better coverage
Article posted by Tom Morey
Insurance professionals are in a prime position to serve as benefits advocates by educating and promoting the value of voluntary disability insurance as a necessity rather than simply an optional choice.

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