Get To Know Your Clients Better - Use Our Sales & Marketing Resources

Every client is different.  Every client’s needs, goals, family situation, budget, risk tolerance, health, and protection concerns are unique.  What motivates your clients?  And why does it matter? Two...

Take Heart! Not All Cholesterol Is Bad

Did you know: The liver produces all the cholesterol our body needs, however, dietary cholesterol (taken in through the foods we eat), causes the liver to send even more cholesterol into the bloodstream. ...

Asking The Tough LTC Questions

When you meet with your clients to fill out a Long-Term Care application you are faced with asking tough questions.  At times, not all clients feel comfortable telling you which medications they are on or why,...

Complete Income Protection for All

Modern day Disability insurers are forever fearful of accidentally over-insuring their clients.  This is particularly true when dealing with highly compensated clients. In the past, the income replacement...

Life Insurance For The Small Business Market Restrictive 162 Executive Bonus Plans

The traditional 162 Executive Bonus Plan is one of the simplest and most popular executive benefits offered in the small business market. The bonus is tax deductible and has few regulations and reporting...