Blog

The 10 Life Events that call for a life insurance review

How do you know when to review your life insurance – or to encourage a friend or colleague to look at their policy? Here are ten key life events that call for a look at your coverage. 1. Marriage: now… Read More

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… Read More

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 –… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More