Understanding Buy-Sell and Key Person Insurance
Most business owners have term life insurance that provides protection in the event of a fatality, but what about protection for a disabling injury? That weak point is an opportunity …
Annuity Max: Transferring Wealth to the Next Generation
Last week, we were thrilled to welcome Pat Kane, Regional Vice President of Life Brokerage at Principal Financial Group, to talk about maximizing clients’ legacies. For clients who have already …
Leveraging Assets for Long-Term Care
On Thursday, August 8, we were pleased to welcome Jaime Mueller to our latest webinar to talk about asset-based long-term care coverage (ABLTC). As the population continues to live longer …
Business Overhead Expense Insurance
Do your business owner clients have a plan to protect their business if they become injured or sick and can’t work? Any business has overhead — rent, utilities, employee wages, …
Own Occ Definitions of Disability
Doctors and medical professionals have always been the primary consumers of private disability insurance. They see the consequences of disability firsthand every day as they treat sick and injured patients. …
Selling Disability Insurance to Medical Residents
Medical school is a massive investment of both time and money. During the late spring and summer months, many graduating students embark on their residencies or fellowships or begin their …
Make Disability Insurance Your Business
For most individuals, their largest asset isn’t their house, their car or anything else they currently own. An individual’s greatest asset is their income: the ability to build more wealth …
