A Life Insurance Agent's Perspective

My Perspective as a Life Insurance Agent

I don’t usually comment on entertainment news, but recent news struck a chord with me—first Carrie Fisher, then her mother, Debbie Reynolds, both dead within two days. Because both women were celebrities, we all know about their deaths, but I’m not thinking about their movies today. I’m thinking about their family. What must it be…

Wealth Manager

Protecting Your Practice as a Wealth Manager

  Perspective is drastically important in this business, as a wealth manager discovered during a routine visit I had with him and his client. This one meeting has changed the advisor’s outlook on his entire practice. And I believe it will have an impact on many other advisors. The  reason for this point-of-sale meeting with the 65…