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Meaningful Gift Ideas for Less than $20.

by Angie Carlson| Friends with kids that could use a night out? Provide free babysitting and a $15 gift card to their favorite coffee shop so they can spend quality, kid-free time together. Have someone in your life that likes…
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A money skill that will last a lifetime

Looking for money skills that last a lifetime? Don’t rely on short term fixes. Cashing in your retirement could mean you do not have the tools or knowledge to prevent going back into debt. Transferring money from credit card A…
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The key reason why people don’t like to talk about life insurance

As you know, I am second generation in the life insurance business. My father Leon Kobrin, of blessed memory, owned and operated a brokerage in the 1950’s – 1970’s. I grew up in his agency – worked there from grade…
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How to talk to your clients about life insurance

Financial advisors and coaches frequently ask me for advice on how to talk with their clients about life insurance. I am always gratified to hear that. Life insurance secures your client against the life hazard that can have the most…
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Kind Of…

by Angie Carlson| Kind of driving. Kind of parenting. Kind of pregnant. Kind of sleeping. Kind of telling the truth. Kind of lying. Kind of making progress. Kind of eating healthy. Kind of budgeting. Kind of working out. Wishy-washy decisions…
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When is vanilla not vanilla?

Financial advisers and coaches ask me this question on a regular basis: “If we have a ‘plain vanilla’ client – young, healthy, with no high-risk factors – should we still send them to you for life insurance?” The answer course,…
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Thanksgiving: a story about God, Capitalism, and freedom

A summary, according to Rush: “A group of people arrived on a boat committed to being equal and the same. It failed. They end up turning out industrious activity, creating that by virtue of competition and being able to keep…
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The difference between easy and simple

by Angie Carlson| Swipe that credit card.  Sign accepting the terms of the loan.  Make four installment payments.  Processes that were so easy.  The challenge?  Paying it all back.  On time.  Every payment.  Continuously.  Sounds simple.  Until *something* happens.  Now,…
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I’m Gen Z… Do I Need Life Insurance?

by Veronica Gordon | November 4, 2022 What is Life Insurance?Gen Z adults are between the ages of 18 and 24 today… they’re young and healthy overall. So if you’re part of this generation, you may be thinking, why would…
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Will my life insurance benefit really get paid?

Many people feel cynical about big corporations in general, and insurance companies in particular. It’s almost as if we expect to not get what we paid for. A lot of this is unfortunately based in personal experience. It can be…
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