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A funeral and burial costs $8,300 on average, but end-of-life expenses can easily cost your client and their family so much more. While we advise clients to set aside funds for…
Credit scores are important to all of us, yet they are little understood by consumers and financial professionals alike. While many do recognize that credit scores impact things…
2.5 million seniors a year will lapse or surrender their life insurance policies, walking away with little or nothing. These could be your clients.
Join life settlement expert…
Join this session with life insurance expert Lee Slavutin, MD, CLU for a review of life insurance basics including policy types, financial ratings, and policy audits. This…
In the The IUL Experiment, financial planner Andy Panko bought an IUL policy that's properly structured and funded with the goal of eventually borrowing against it in retirement.…