9 Common Mistakes We See Professionals Making

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a…

Long Term Care (LTC)

Traditional LTC is Not What It Used To Be

  Many of your clients probably have a Traditional Long Term Care (LTC) policy. For some of them, it’s a great product. For others, it has likely been a source of frustration. Part of the problem is that rates on in-force LTC policies are rising across the industry That means that what used to be…

Light bulb - Great Idea

3 Great Ideas To Boost Sales

Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. Income Tax Mitigation (IRA Max) Today, less people have an estate tax problem then 5+ years ago People have an income tax problem today – that is their pain There are large qualified plans ready to…