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Insurance

Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we...

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Financial Planning, Insurance

The Importance of End-of-Life Planning

For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention...

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Insurance

Tax Reform And Life Insurance in Secondary Markets

With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this...

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Financial Planning, Insurance

8 Tips for New Life Insurance Agents

The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings. 

In a previous blog post, adjunct...

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Financial Planning, Insurance

5 Ways CLU® Designees Give Their Clients Peace of Mind

Life insurance planning includes determining how much and what type of insurance is needed. Financial planners must understand the client’s goals or objectives and priorities....

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Insurance

Millennials Don’t Think They Need Insurance: How the CLU® Helps You Sell To Them

Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their...

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Retirement, Insurance, Wealth Management

The Life Insurance Agent as Financial Planner

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial...

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Insurance

Using Cash Value Life Insurance for Better Retirement Outcomes

Timing is everything, especially during a client's "accumulation years" when fluctuations in the market can severely impact the value of their investments and retirement...

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Insurance

Getting Back to the Basics of Building Client Relationships

Building your client base, a mix of science and art, is at the core of every successful financial services practice. Even veteran financial advisors and insurance agents can...

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