Uncertainty Creates Opportunity

Uncertainty Creates Opportunity

We have a crisis on our hands. An uncertainty if you will. The Coronavirus (COVID-19) has made a mess of things. But that doesn’t mean opportunities don’t exist. An insurance advisor asked me yesterday if I was busy. I think he was surprised to hear that I am. The current situation in our country actually…

Behind Every Client Is a Story | KazSource Insurance

Behind Every Client Is a Story

I recently met with a husband and wife about their long-term care policies. I wasn’t there to make a sale, just to assist them in reviewing a recent rate increase. The insurance agent who referred the couple provided me with the husband’s date of birth—at first I thought it must be a typo, but no, the…

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…

All About Long Term Care Insurance | KazSource Insurance

All About Long Term Care Insurance

Long Term Care Insurance is a major topic among many. It’s a confusing market for sure. The good news for consumers is there is a wide range of options when it comes to long term care coverage. Laid out below is an outline of some of the available solutions–and we’ve included several attachments that we hope…

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…