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A Legal Action Plan in A Financial Plan

Arguably, legal issues are the cause of more financial losses that happen to individual and businesses than just about all other financial problems combined. However, many financial planning practitioners fail to address the legal needs of their client in order to protect their wealth in the first...
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The Strangest Things That Insurance Plans Will and Will Not Cover

Weird and wacky stuff that people insure along with what your insurance will not cover. You will never guess this one! …read more Source:...

Millennials Can Fill a Growing Void

A stodgy, lethargic industry can be very appealing to the largest living generation of working Americans. A generation whose focus is solving problems and helping people can fill the growing void left by exiting Boomers. Create a win-win situation...

Insurance Companies Offering New Bundling Discount Packages

Insurance companies are now allowing customers to bundle their various insurance needs into one policy in order to save money. The bundling of various policies benefits both the consumer and the insurance policy writer. The insurance company gets...

Steps to Hire and Keep the Top Producers You Want

Over 30 years of selecting, coaching and encouraging sales people has taught me one thing; to build a successful sales team you must have a plan. I think the biggest mistake most of us make is assuming too much.-thinking that the promising people,...