Friday, January 31, 2020

Special Needs Trust

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It seems like the topic of special needs planning drops into my lap every 3-4 months.  Occasionally when discussing life insurance needs wit...
Wednesday, January 29, 2020

The Money Machine 2023

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Recently I had a conversation with one of my favorite clients. She's had her life insurance with me for a few years. I've tried to c...
Friday, January 24, 2020

Do You Have the Old Kind of Life Insurance or the New Kind? Part 2

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In the last post, I discussed how life insurance carriers were struggling with the long term care market. Check out the post if you want to ...
Wednesday, January 22, 2020

Do You Have the Old Kind of Life Insurance or the New Kind? Part 1

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For many years we have had a few types of insurance. There's term life, universal life, whole life and indexed universal life, among oth...
Tuesday, January 21, 2020

Cold Calling In Insurance (and other places)

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When I first got into sales professionally I was taught to cold call and the mentality that went with it. I was selling accident plans door-...
Monday, January 20, 2020

New Year, New Insurance Plan

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As we enter 2020, one of the things we should put at the top of our list of resolutions is making sure that our families are taken care of i...
Monday, April 16, 2018

What Is Final Expense Insurance?

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We've all seen the commercials on TV with Alex Trebek telling senior citizens that they can cover the cost of a funeral with a life insu...