March-April 2025

Though the product categories remain consistent - consumers’ views on trusted sources of information continue to change. A recent study by MDRT revealed that 63.1% of those surveyed say financial advisors are generally trustworthy, but non-human sources are gaining ground. Continue reading...

Now is the time to be laser-focused on executing differentiating strategies to grow your business. Momentum means focusing your execution. Don’t leave it up to benefiting from a mistake or a miracle moment to build your momentum. Continue reading...

For Medicare agents, the journey often begins with helping clients navigate the complexities of enrollment, coverage options and costs. There is no denying that Medicare is a critical piece of the puzzle, but it’s not the only financial concern facing today’s retirees. Continue reading...

In the ever-evolving landscape of financial planning, some life insurance policy owners may be reassessing their strategies to fit changing goals and circumstances. A 1035 exchange may be a good option to help better align with their financial plan. Continue reading...

Living benefits, such as Chronic Illness, Critical Illness, and Long-Term Care (LTC) Riders, make life insurance policies versatile tools that help clients navigate unexpected health challenges without depleting their savings or compromising their future. Continue reading...

Employees are attracted to companies that offer quality benefits, including health, dental, life, vision, disability, vacation, and retirement. Higher employee performance and satisfaction are often linked to those employers that offer quality benefits. Continue reading...

“Talent development” isn’t just a buzzword. It’s a strategic advantage in an industry defined by fierce competition and rapid change. For agencies seeking to scale, nurturing the best from within by investing in internal teams offers a sustainable path forward. Continue reading...

A “mastermind group” is a collaboration among consultants who exchange ideas, best practices, sales suggestions, product knowledge, etc. It can be a collective sharing of experience: what has worked in the past, what has been challenging, or how to handle certain situations. Continue reading...

One of the most significant factors influencing retirement planning is the rapid aging of the U.S. population. By 2030, all Baby Boomers will be at least 65, and the number of Americans 65 and older will represent over 20% of the total population at approximately 73 million. This presents several demographic challenges. Continue reading…