Financial Advisors: Should You Use a 1035 Exchange to Optimize Life Insurance?
Life insurance is a long-term asset. Over the decades a life insurance policy is in force, your client’s…
How Regulation Best Interest (Reg BI) Impacts Your Financial Advisor
Your financial advisor is looking out for your best interest, right? In theory, yes. But up until recently,…
6 Things Life Insurance Agents Should Discuss During Renewal
There’s a reason why fewer than 85% of life insurance policies actually pay out a death benefit. It’s because…