As an advisor, it’s important to not only help your clients plan for the future they desire, but to also help protect it. And the best place to start is by protecting their income. ...

Consider a Roth IRA, best described as “a reverse traditional IRA.” Contributions are after-tax and distributions are tax-free.  ...

There is a way to keep clients covered, while at the same time saving them some premium dollars – and generating some commission dollars for you. ...

Asset Based Long-Term Care (LTC) with Guaranteed Premiums paid for life is here. ...

For some people, “income protection” is a phrase that strongly resonates with their everyday lives. ...

A properly accoutered insurance-funded benefit plan will not only sell more easily, it will remain an ongoing thing of attractiveness and substance to those it protects. ...

One of our top rated carriers gives clients who maintain a healthy lifestyle the potential to be upgraded to a better underwriting offer and price. ...

Everyone is looking for ways to save, which is why now is a good time to talk to prospective clients about the tax advantages of purchasing LTCi. ...

Big or small, incorporating an affordable Individual Disability Income plan into a company’s overall benefit package can be an absolute game changer! ...

Knowing all the facts can certainly change the response to circumstances. And so it is when talking to a business owner about how much company-owned coverage he or she can get on an important executive. ...