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How to Pinpoint Clients Who Have the Most Immediate Need for Life Insurance

When it comes to securing a financial legacy, life insurance can be an integral component. However, some people have a more urgent need for life insurance than others. The trick for wealth advisors is determining those individuals with the most pressing need so that you can provide optimal guidance and protection for their financial futures. […]

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How the Right Insurance Partner Can Work Within Your Model to Help You Save Time and Manage Risk

Property & Casualty insurance is an increasingly competitive business, fueled by a hardening market, rapid consolidation, and increased consumer education among clientele. Remaining viable in this market requires a holistic approach to the services and solutions you provide, and good advisors are continuously seeking ways to go deeper – retaining existing customers, acquiring new customers, […]

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The Fa La La La Finer Points of Gifting Life Insurance

You’ve heard the holiday lament, “What do you get the person who has everything?” How about peace of mind and financial stability? The gift of life insurance always fits, never breaks, is continuously in fashion, and doesn’t require batteries, service plans, or two and a half hours and a blowtorch to free from unforgiving twist-ties. […]

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Charitable Giving Through Life Insurance

As we approach another holiday season we thought it would be an appropriate time to remind everyone how life insurance can amplify the overall dollar value and impact of your clients charitable giving.  In addition to being a time of year for family, fun, and good food, the holiday season is also the time of year that […]

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MoneyGuard Re-Price In an effort to keep you current, this is a reminder that Lincoln has a hard deadline of November 1st to receive all MoneyGuard applications to save current pricing.  Further, Lincoln will need premiums in hand no later than December 27th in order to place policies in force before years end.  It is […]

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