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Minimizing Retirement Anxiety

Whether retirement is approaching in the immediate future or you've got a few years before retirement hits, you, like many aging Americans, may suddenly find yourself with the realization that you haven't saved nearly enough for retirement. Retirement anxiety* can be challenging. How are you going to provide for your needs once you're no longer working? Will you have to work longer than anticipated? Start planning early. As soon as possible, Read more...

Save With Stronger Retirement Vehicles

How Many Small Business Owners Plan to Finance Their Retirement Some small business owners refuse to stress about meager retirement savings. When the topic comes Read more...

5 Life Insurance Riders Being Overlooked

Purchasing a life insurance policy is a long-term plan to make sure your loved ones are provided for after you’re gone. Most people assume one Read more...

Life Insurance Sales Ideas: Does Your Sales Process Accomplish these 4 Goals?

To be successful at selling life insurance, you have to take a serious look at the process your sales team is using and whether or Read more...

Are You Prepared for the Need for Long Term Care?

Today's seniors are living longer than ever before, maintaining a great quality of life longer than they ever anticipated. Unfortunately, the high quality of medical Read more...

Getting More Value From Your Financial Plan With Proper Goal Setting

We all have little castles in the sky. For some, it's a trip to Hawaii for an upcoming anniversary. For others, it's saving enough money Read more...

10 Sales Tactics to Attract and Keep Good Customers

In the cut-throat world of insurance sales, your ability to elevate yourself above your competitors hinges upon your arsenal of sales tactics. As a salesperson Read more...

How Do You Present to Clients the Need for Retirement Savings?

Many of us assume that we could easily place ourselves in the shoes of our clients, but that's not always the case. The longer that Read more...

Are You Helping Your Clients to Plan for Achieving Specific Goals?

Good agents always give thought to how to use the right sales tactics* for each of their clients. Have you ever sat down with clients and Read more...

New Research Reveals Trends in Current Philanthropic Giving from Wealthy Donors

Since 2006 the U.S. Trust Study of High Net Worth Philanthropy has examined the giving and volunteering trends, behaviors, attitudes, and priorities of American households Read more...

Consumers Desire Better Health Insurance Understanding

Consumers may not have the knowledge necessary to easily break down and digest health care information, but most are willing to make significant sacrifices in Read more...

The Importance of Life Insurance for Millennials

Many millennials believe that they don't have to invest in life insurance yet. They're young, they're healthy, and many of them don't yet have extra Read more...

Growing Your Database in 2017: The Ugly Truth About Referrals

Recently, the nation has had many developments on which to reflect. Shortly, Donald Trump will be President, which will most likely introduce much change in Read more...

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