What is the right type of life insurance for your client? This seems to be a harmless question, but it’s one that drives agents mad. The typical answer is “it depends.” And this drives customers mad ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

You may be dealing with clients who are drowning in credit card debt. Many who are in this situation may even want to borrow from life insurance to pay off debt. Your role as an advisor is crucial in ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...

Advisors are always seeking creative and innovative solutions to help their clients meet evolving needs and long-term goals. With more creative strategies, though, come more complex planning ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

You’ve reached a major milestone in life, arriving at a point where it makes sense to work with a financial advisor. You’ve worked hard, and you want your money to put in an equal amount of elbow ...

One area of our practice that’s gaining increasing attention is U.S. life insurance planning for foreign national clients with U.S. situs assets. These assets could be exposed to future gift and ...