When completing insurance applications for clients, it’s often necessary to address touchy subjects—sometimes hitting on potentially embarrassing issues such as clients’ spending habits, their medical histories and even the quality of their marriages. But it’s a process that’s critical if we are to help people effectively plan for their financial futures.
During any discussion regarding life insurance, advisors should be seeking the answer to two key questions: How much coverage is required? and What type of life insurance product is best suited for the client – temporary or permanent coverage? While both questions are important, the answer to the first usually determines the response to the […]
During any discussion regarding life insurance, advisors should be seeking the answer to two key questions: How much coverage is required? and What type of life insurance product is best suited for the client [DASH] temporary or permanent coverage? While both questions are important, the answer to the first usually determines the response to the […]
Wow, where did all that time go? I vividly remember working for banks on Wall Street and Bay Street but what I remember most is the burning desire to be an entrepreneur – to have my own business so I could be in control of my own destiny. Over the years, and through the ranks, […]
During any discussion about the purchase of life insurance, advisors should be seeking the answer to two key questions: How much coverage is required; and What type of life insurance product is best for the situation — temporary or permanent coverage? While both questions are important, the answer to the first question usually determines the […]