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Chiropractors and Your Marriage

by Angela Carlson | What do two chiropractors have in common with your marriage? Each chiropractor has tools, temperament, and techniques that make their approaches unique and effective. Clients love their style and continue to come back. In your marriage, each…
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How to avoid giving bad advice to your clients about life insurance

Life insurance is the foundation of our finanacial portfolio. It is the only insurance product for which we are guaranteed to make a claim (assuming we keep the policy in force.) It covers the most disasterous of all risks –…
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Coaches: the new generation of financial advisers

For years, I have had the good fortunate of getting referrals from financial advisers. Bankers, attorneys, and accountants have provided me with a steady steam of introductions to their clients. I have been honored to be the “resident life insurance…
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Persistence Pays Off

by Angie Carlson | You’ve tried. You’ve made some progress (celebrate that, BTW). And now you are tired and don’t want to continue and/or try again. I get it. We had done everything right. • Had starter emergency fund • Paid…
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The Five “No’s” of employer-sponsored life insurance

Life insurance is frequently sponsored by employers as a group benefit for their workforce. Is it a nice add-on perk? Yes. Is it a cheap way to get some coverage? Yes. Is it the way most people should purchase the…
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Five ways to save money on your life insurance

People often think of life insurance as purely a “cost:” you pay a premium and your beneficiary gets a benefit. But there are ways to get much more bang for your buck. Here are a few: Reshop your coverage due…
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Ken Leibow, Founder and Chief Executive Officer at InsurTech Express, recently published an update on EHR in Broker World.

You would be amazed at the technological advancements being made to accelerate and simplify life insurance underwriting. I have been at this for over three decades, and I can tell you, it is mind-boggling 🙂. The thrust of the changes…
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What happens when money manages itself

by Angie Carlson | Many people believe that once you have money it will manage itself. That the rich stay rich. This is not true. There are those that have made a lot of money that have filed bankruptcy. Here are…
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Why Life Insurance is the Rock of Your Portfolio

People have all kinds of insurance in their financial portfolio: life, medical, disability, liability, home, auto, business… But life insurance is the foundation of the entire structure. There are very sound reasons for this: A claim is guaranteed. Each one…
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When should you look at your life insurance policy?

It’s a good question, for both consumers and their financial advisers. Many people simply buy a policy, stick the certificate in a drawer, and forget about it. The trouble is, there are SO MANY reasons why that coverage should be…
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