27 Nov 2018
Posted by Tom Virkler 
Let’s start with the one about the mathematician who hated negative numbers. He would stop at nothing to avoid them. Think about it for a minute. Insurance advisors don’t like negative numbers either, especially when they represent losses inside an insurance or annuity product. And too often the response...
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13 Nov 2018
Posted by Randy Fox 
Through our partnership with CPS Insurance Services, we are ready to help you when you have a tough problem through our case consulting services. We’re here to help you make more money while making the world a better place. EZ Charitable Foundations My partner, Lee Hoffman and I are a little cynical...
Read more → 06 Nov 2018
Posted by Tom Virkler 
A television ad from a few years back had an auto mechanic, portrayed as somewhat of a rube, looking at an imported automobile and saying, “Let me do it! I’ve never fixed a foreign muffler before!” The commercial sponsor was a company whose only service was muffler replacement and repair and their...
Read more → 16 Oct 2018
Posted by Tom Virkler 
Dr. James Stuart Pritchard had a pretty good resume. After graduating from the Toronto Medical School he moved across the border to Michigan and became a highly-regarded physician specializing in chest, lung and bronchial disorders. He was the president and general director of the prestigious W.K....
Read more → 25 Sep 2018
Posted by Tom Virkler 
Thank goodness for grocery store tabloids! They report news weeks before a story even breaks in the mainstream media. And for a time, it seemed almost impossible to get through the checkout line without perusing at least one front-page article about some celebrity’s close encounter of the third kind. But...
Read more → 06 Jul 2018
Posted by Randy Fox 
Every now and then the planets align in a certain way to create a unique moment in the galaxy. The same is true in the world of planning; a combination of sustained low interest rates, advances in technology and a few visionary leaders – we are in such a period. On these rare occasions, advisors have...
Read more → 19 Jun 2018
Posted by CPS Insurance Services 
Register Now for this live Advanced Markets webinar Thursday, June 21, 2018, 10:30 a.m. Central time. Do you have clients who’ve encountered life events that have kept them from saving as much as they’d like for retirement? Are they wondering if it’s too late to accomplish their retirement goals? Join...
Read more → 29 May 2018
Posted by Tom Virkler 
One ancient source alluded to a basic agrarian principle to illustrate a point: Unless a grain of wheat falls into the earth and dies, it remains alone; but if it dies, it bears much fruit. Maybe financial advisors could take a lesson from it as well. Most clients would rather do something with...
Read more → 29 Jan 2018
Posted by Tom Virkler 
Long before The Simpsons, the Western TV program Gunsmoke held the title for longest-running script series – and since that record was established in 1975, it’s not surprising that most didn’t know there was a series to beat. But that’s unfortunate, because the mainstay of Gunsmoke was a good...
Read more → 22 Dec 2017
Posted by Randy Fox 
The seemingly amorphous amount of content dealing with charitable planning can be segmented into four specific categories, our cornerstones of success: Opportunity Recognition, Client Conversations, Collaboration, and Technical Knowledge. Understanding all these areas is important, but ultimately our experience...
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Life Insurance 101 In Just Three SheetsAnnuity Rate IncreaseUpgrades In Underwriting