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…

business owner

7 Powerful Questions You the Life Insurance Advisor Can Ask a Business Owner

According to recent studies, a controlling shareholder’s median age is 60 years old. For many of these business owners, their largest asset is their investment in the business. As retirement age nears for these business owners, advisors should find opportunities to begin a conversation with their business owner clients about their inevitable exit. Yet, you’ll…