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Can we keep the policy in force?

Let’s suppose two business partners put together a buy-sell agreement (good move! Now they have a plan for business succession in case one of them tragically dies; gets too hurt or sick to continue working; or decides to retire ahead…
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When you avoid money conversations with your spouse, your body tells the story.

by Angie Carlson | Your facial expressions have tells.  Looking away from the speaker when money is brought up to calm the discomfort in your body.  Trying to keep a straight, calm face to show the world and your kids…
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Your insurability is precious

Can you tell me the number one responsibility of a life insurance adviser? Is it to help the client clarify his or her need for life insurance?Is it to recommend the most appropriate product?Is it to get the lowest cost…
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Mental Health. It’s the foundation of your four financial walls.

by Tracy Latona | What is your first reaction when Murphy knocks and finances get really tight? Do you sit down and do a budget? Do you go through all your expenses, looking for areas to cut? If you have…
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Sinking Funds To the Rescue!

by Amy Greene | We spoke about cars last time, and how they can be reliable much longer than most people think.One way to ensure your car remains reliable is to take good care of it! That means proper maintenance…
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What a loving parent does

A number of years ago, I received a phone call from a woman looking for life insurance. She got right to the point: “I need your help for two reasons: 1) I am a severe Diabetic, and I know my…
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To provide and protect

“Who needs life insurance, anyway?” I come across this attitude every now and again. Let me tell you how I dealt with it once: A number of years ago, a woman called my office to ask if I could “convince”…
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Feelings are tied to finance

People tend to take a purely ‘technical” view of life insurance. They treat it as a simple transaction: “When I die, my wife will get money to pay the bills.” “If the business loses a key person, it will receive…
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Here’s 2 reasons why no one should ever tell their spouse they are a “financial idiot” or “terrible with money”. 

by Angie Carlson | 1.      Your financial backgrounds are different  One of you was raised a financial household similar to The Giving Tree.  The other was raised in a financial household similar to Pinnochio.  Now that you are married and trying…
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Your life insurance portfolio is built in stages

It would be nice to buy all the life insurance you will ever need in one fell swoop. Just be done and forget about it! But like all important things in life – your close relationships; your health; your investment…
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