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
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
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
Allianz Life
Allianz Life Insurance Company of North America (Allianz Life) recently announced that Jasmine Jirele has been named president and CEO of Allianz...
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...
Foresters
Foresters Financial™, the fraternal life insurer quietly disrupting financial services, today announced it has worked with illustrate inc, to launch Foresters Mobile...
Genworth
Despite the efforts of long term care providers to absorb many of the costs associated with COVID-19 as they put their own...
NAIFA
The National Association of Insurance and Financial Advisors (NAIFA) has released its NAIFA 2025 Strategic Plan, which establishes a roadmap to lead...
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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