Life Insurance Done Simply

by | Mar 31, 2025 | Life

Jack Nachtrab Life Insurance Consultant At a financial services conference last week, I had multiple conversations about life insurance with independent financial advisors around the country. The common theme of the conversations was the perception that writing life...

Business Life Insurance

by | Mar 21, 2025 | Life

A Smart Strategy for Protecting Your Company’s Future Jody Horetski Life Insurance Consultant In the world of business, ensuring the longevity and financial stability of a company is essential. Business life insurance can play a key role in safeguarding a...

Too Much Cash ?

by | Mar 4, 2025 | Annuities, Life, Long Term Care

Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...

Don’t Forget About Insurance for Younger Clients

by | Feb 25, 2025 | Life

Cody Smith Life Insurance Consultant The widely known and accepted purpose of life insurance is to provide financial security for loved ones after an individual’s passing. The benefits received can help maintain their standard of living, pay for funeral costs and...

An LTC/Annuity Hybrid Worth Discussing

by | Feb 18, 2025 | Life, Long Term Care

The LTC hybrid market has undergone changes with new products being introduced, price adjustments, and rate increases. One particular product demanding attention blends an annuity and LTC together; below are some highlights: A+ Rated Carrier Current fixed interest...