Long-Term Care: Have You Made Plans?

Long-Term Care: Have You Made Plans?

A guest blog post by June Duncan. June Duncan is a caregiver herself and is the co-creator of Rise Up for Caregivers. She’s passionate about helping and supporting her fellow caregivers, which inspired her to author her upcoming book, The Complete Guide to Caregiving: A Daily Companion for New Senior Caregivers.   Life is full of plans – planning a move, planning…

Your Guide to Life Insurance Awareness Month | KazSource Insurance

Your Guide to Life Insurance Awareness Month

September is Life Insurance Awareness month. This month is a great opportunity to show clients and potential clients how important life insurance truly is.    These materials from John Hancock are great resources to help you and your clients. These are producer approved materials. If you are a consumer, click here.   Financial security and wellness are goals that are highly ranked…

The Heart of Selling Life Insurance | KazSource Insurance - Charlotte, NC

The Heart of Selling Life Insurance

Selling life insurance is way more than products, strategies, and selling… People often ask me about trends I’m seeing in the life insurance market these days. It’s a vague question, but I suspect the people asking want to hear about premium finance, deferred compensation, long-term care, and other strategies. Or maybe the conversation is supposed to be product-specific, around…

Entrepreneur Perspectives

Life Settlements | Audio Snippets From Podcast Episode 022

Podcast episodes lead to audio / video snippets that can educate and inspire. These are the audio snippets from Life Settlement Specialist, Jamie Mendelsohn. Jamie was featured on our podcast Entrepreneur Perspectives | Episode 022.   In every podcast episode, the things our guests say become knowledge for us (you). The audio snippets we share inspired…

The Insurance Policy for Your Insurance Business | KazSource

The Insurance Policy for Your Insurance Business

Diversification of products, standing out, and creating unique content are all ways to insure your insurance business.   What do health insurance agents, benefit advisors, and property and casualty (P&C) agents all have in common? They are all working in industries that are being disrupted at a rapid pace. From government regulations to tech companies, various factors are…

Life Insurance and Wealth Managers

Life Insurance and Wealth Managers

Last year Russ Alan Prince wrote an outstanding article for Forbes about the integral role life insurance has within wealth management practices. As he mentions, almost 80% of wealth managers within multi-family offices have turned towards outsourcing life insurance expertise, largely due to the specialized knowledge that this field requires. At the same time, the financial…