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Category: Life Insurance

Why the 4th Quarter is the BEST time to buy Life Insurance

Life Insurance

Here’s a little secret…NOW is the best time to buy life insurance.  Why?  Insurance companies want to make their year-end quotas. Sales directors want to make their bonuses. Underwriters want to wrap things up before the holidays. This means applications tend to get pushed through a little faster, with a little less scrutiny and red tape.  […]

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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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