September-October 2024

Recognizing that one size does not fit all, this issue provides insight into creating plans for clients. Continue reading...

When it comes to clients, everything counts. Sometimes, that impact can last for a long time even though you didn't want or expect it to. Continue reading...

Consumers have consistently overestimated the cost of life insurance and state the number one reason for not purchasing life insurance is it is too expensive. Time for a rebrand? Continue reading...

The Connelly decision has altered the landscape of buy-sell agreements and will likely serve to minimize the use of entity purchase agreements. Continue reading...

A successful sale is less about using a specific closing technique and more about summarizing what you've already discussed and inviting them to take action. It's not a hard sell; it's a natural conclusion to a well-managed discovery process. Continue reading...

With planning season underway and year-end decisions following close behind, clients' thoughts may be more focused than usual on how they will be remembered, by whom, and their best strategy for achieving their legacy. Continue reading...

Contingency planning complements succession planning by addressing immediate and unforeseen events that may disrupt your ability to serve clients effectively. Continue reading...

Deliberately purchasing a MEC may be the right move when clients want to ensure superior tax-deferred cash value growth over time. Continue reading...