Life Insurance
Helping Clients Understand Tax Strategies
By Dave AlisonThe right picture can communicate a lot.
February 24, 2025
Referrals vs. IntroductionsThey sound like they're the same thing, but there's a difference.
February 18, 2025
How to Organize a Client-Prospect DinnerThe secret to this strategy is that everyone likes free food.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 13, 2025
14 Ways to Connect With the Wealthy Over WineThink of wine as a crossover vehicle: It blends their interests with the limitations of your budget.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
February 13, 2025
Solving a Long-Term Care Insurance Premium Payment ProblemAn agent looks at how two months of frustration ended with a sudden victory.
February 12, 2025
Humana Posts $862M Net Loss for Q4But it reported $1.7 billion in net income for 2024, and Medicare drug plan enrollment increased.