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Category: Life Insurance

New Year, New Insurance? 5 Tips for Finding the Best Policies and Prices

Disability Insurance, Life Insurance, Long Term Care Insurance

With a new year comes a new to-do list. If purchasing life, disability or long term care insurance is one of your resolutions for 2019, we can help! Here are our five tips to ensure that you (and your clients) are finding the best possible options and prices. 1. Work with an independent insurance broker.  A […]

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Most advisors can’t name ALL of the types of life insurance…can you?

Life Insurance, Tips

When it comes to life insurance, most people know that there are two basic types – term insurance, which lasts for a specific number of years, and permanent insurance, which (when structured properly) lasts a lifetime. However, one of my favorite questions to ask advisors, as well as clients, is “How many types of permanent insurance […]

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Can your policy pass our Life Insurance Check up?

Finance, Life Insurance

If you own life insurance, there’s a good chance that you’ve filed your policy and haven’t given it much thought in a few years. However, many policies require maintenance, which is why we recommend an annual check up. Here are the important questions to ask: Has your premium increased? Increasing premiums can be a sign that […]

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