The Top 10 Types Of People Who Think They Can't Get A Good Rate On Insurance But Are Wrong

I remember eavesdropping on a lunch conversation a while back, because I usually eat alone, because one man’s ‘isolation’ is another man’s solitude (thank...... 

The Top 6 Reasons Why People Have No Financial Plan

“In all things, success depends upon previous preparation, and without such preparation, there is to be such failure.”—Confucius

Financial institutions...... 

Protect Your Most Important Financial Asset - Your Income.

A lack of disability insurance has the potential to disrupt payment for any estate and legacy planning (or other investment) strategies, and thus your client’s standard of living. Per the Council...... 

How To Effectively Market To Millennials

You hear about them all the time, and for very good reasons. Millennials have created a buzz among financial marketers. And it looks like the buzz is not going away anytime soon. After all, millennials...... 

President's Executive Order

On October 12, 2017, President Trump issued Executive Order 13813: Promoting Healthcare Choice and Competition Across the United States (the “Order”) directing the Departments of the Treasury, Labor (DOL), and Health and Human...... 

Failing To Plan: Long Term Care Insurance And The Estate Plan

Benjamin Franklin, the venerable inventor, statesman and intrepid leader, once said, “If you fail to plan, you are planning to fail!”

Much the same can be said for the general populace and their attitude toward long...... 

Estate Planning In An Era Of Uncertainty

Since 2013, when Congress raised the bar to almost $11,000,000 for married couples to pay Federal estate tax, the estate planning space has been bifurcated into two segments: The mass affluent families that will not be subject to Federal...... 


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