FOCUS

Simplify Business Succession Planning

Small businesses are an important part of our nation’s economy. In the current environment many small business owners are focused on securing...

A Simple Way to Make Your Business Owner Client’s Money Work...

Most business owners maintain a reserve account or an emergency fund. It’s the money they’ll use if the business truck needs a...

Differentiation–A Key Strategy To Capturing The Middle Market

The past year has impacted businesses like no other preceding year. No sector or industry avoided the disruptions introduced by an unprecedented...

Long Term Care And The Middle Class

It’s increasingly evident that the long term care insurance industry has not provided an acceptable solution to the long term care conundrum...

Income Protection In The High-Net-Worth Market

The common definition of a high-net-worth individual (HNWI) among economists, bankers and financiers is someone with liquid or investable assets of at...

GENERAL INTEREST

MONTHLY COMMENTARY

The Acceleration Of E-Engagement For Life And Health Like Medicare Supplemental...

COVID-19 has forced independent distribution into e-Engagement for life insurance and health related insurance products. Some technology vendors in the life insurance...

Taking A Closer Look At Social Security DI Benefits

It’s no April Fool’s joke when a client doesn’t have disability insurance. Fluke accidents, COVID-19 or other infections...

The Limitations Of Hemoglobin A1c

When assessing glycemic control in the majority of our applicants, hemoglobin A1c is the gold standard for assessing glucose control over an...

Novel Financial Ideas

“Good fiction creates empathy. A novel takes you somewhere and asks you to look through the eyes of another person, to...

“Optimizing” Whole Life

Humans Can’t Leave Well Enough Alone Back in 2015, as I left the...

Out On A Limb

Maybe it’s as simple as just “Follow the Money.” Maybe it’s not about bloated premium thresholds, restrictive underwriting barriers, short-changed benefit definitions,...

APRIL 2021 COVER

High net worth can provide a measure of glitz and glamour, but there’s much work to be done to serve the needs of those not in the limelight. Cover artist: David Howard

BROKER WORDS

Broker Words—April 2021

Maybe…finally…we might soon be able to have a dinner party with more than four people. We might be able to hug loved...

NEWS

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Allianz Life

Allianz Life Insurance Company of North America (Allianz Life) recently announced that Jasmine Jirele has been named president and CEO of Allianz...
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CG Financial Group

Charlie Gipple, owner of CG Financial Group and long-time industry expert on annuities, life insurance, long term care planning, presentation skills, and...
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Foresters

Foresters Financial™, the fraternal life insurer quietly disrupting financial services, today announced it has worked with illustrate inc, to launch Foresters Mobile...
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Genworth

Despite the efforts of long term care providers to absorb many of the costs associated with COVID-19 as they put their own...
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NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) has released its NAIFA 2025 Strategic Plan, which establishes a roadmap to lead...
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Ash Brokerage

Jennifer Glessner has been promoted to Senior Vice President, New Business and Underwriting for Ash Brokerage. “I can’t think...
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