In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

Life insurance is one of the most powerful financial tools available, yet many people misunderstand its benefits, costs, and potential pitfalls. This article explores key insights on choosing the ...

Despite this concern among the general public, many insurance marketing companies have observed a steady increase in purchasing whole-life policies, but what has changed? Specific tax policies ...