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…

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…

Remembering a Carrier Partner

Remembering a Carrier Partner

In life we sometimes meet individuals who make a lasting impact, but then they are taken from us suddenly. With a heavy heart, we learned Bill Fox, our Principal Financial Wholesaler, suddenly passed away earlier this month. Moments like this will make any one of us take a pause and reflect on how fragile this…