Life

Life insurance sales >>

Michael Goldberg
Networking the right way: It's a process
Article posted by Michael Goldberg
​What is your process? Do you even have a process? Do you know how to work a room? Are you confident when speaking with people you don't know? How do you start a conversation? End a conversation? Escape from a conversation? These are all things to consider when you show up to an event.

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Estate Planning >>

jberson
Don't die in the saddle — succession planning for financial advisors
Article posted by Jeffrey Berson
Thinking ahead is a cardinal rule of business. In addition to monitoring the daily operation of your business, you need to think about the future. We ask our clients to do this, so why shouldn’t we? And as difficult as it may be, it’s important to envision the day when you no longer will be in charge.

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Life products >>

Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.

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Combo Products >>

Jeff Reed
Is MoneyGuard II still the industry leader?
Article posted by Jeff Reed
The only way to answer that is to delve into the subtleties of each of the players and see how they stack up. With that in mind, we pulled the most intuitive, salient points from those comparisons and compiled a one-page summary.

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Life Settlements >>

Jeff Reed
Living and dying with dignity: The right combination of life, LTC and critical illness
Article posted by Jeff Reed
We have discussed the merits of LTC and chronic illness riders in this forum on more than one occasion, always in an effort to understand the nuances that differentiate one offering from another. The hope, of course, is that there is a clear winner. The reality, unfortunately, is much more complicated.

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