How to Give Back This Holiday Season

The holiday season is full of excitement and wonder, but it can also be stressful for many families. Giving back to your community is a great way to spread joy while providing help to those in need. The COVID-19 pandemic has created an increased need for support across many communities during the holiday season. Explore […]

Tips for a Successful First Client Meeting

Asking the right questions during a fact-finding meeting is key to impressing your clients, allowing you to start your relationship off on the right foot. Read on to learn more about the importance of first meeting fact-finders, including tips on making a lasting positive impression. The Key to a Successful Fact-Finding Meeting Fact-finders should cover qualitative […]

Life Insurance Awareness Month

What is Life Insurance Awareness Month? Life Insurance Awareness Month was created by the non-profit organization, Life Happens, to remind Americans to add life insurance to their financial plans. Hundreds of financial professionals and industry groups across the country join this educational initiative yearly. This year’s theme, “Reality Check: The time for life insurance is […]

Helping Clients Prepare for the Unexpected

Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals. Keep reading […]

How to Manage Retirement Finances During an Economic Upheaval

Retiring comfortably is a goal we all work towards. We save our salaries over years of hard work to finally settle down and enjoy all the wonder life has to offer. But what do you do when the economy sees a major shift and your plans are now in doubt? Here are a few things […]

Staying Engaged During A Crisis

Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best […]