Archive | May 2015
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As many producers in our industry have discovered, cross-selling can be a lucrative part of your practice. While many of us out there have a “favorite” line to sell (life insurance, annuities, health insurance, etc.), secondary product lines such as disability income (DI) insurance are unquestionably a vital component of a client’s overall financial plan. However, many […]
With Mother’s Day right around the corner, many of us find our thoughts turning towards the special women in our lives. But did you know that there are some unique things to take into account when it comes to planning for your female clients? When it comes to life insurance and retirement, studies have shown that […]