Monthly Archives: March 2016

Think You’re Prepared? Think Again. Then Figure it Out!

Monday, March 21st, was World Down Syndrome Day. This day falls on 3/21 every year as people with Down syndrome have 3 copies of their 21st chromosome. I never paid attention to this day…never even knew it was a thing, … Continue reading

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Chronic Illness Riders vs. Qualified Long-Term Care Riders

While Long-Term Care Insurance may be a viable option for many, Financial Advisors are moving away from stand-alone Long-Term Care Insurance due to rate stability and the fact that the benefit is paid out to the client while living or, … Continue reading

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For Now, Business as Usual

Last April (2015), the Department of Labor proposed regulations that would require a best-interest contract between advisors working with retirement accounts and their clients. If you haven’t been paying attention, you can read up on the proposed regulation here. In short, … Continue reading

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Marketing to the Generations

You’ve probably noticed most of our newsletters contain some type of article about millennials.  Millennials are the newest generation to enter adulthood.  They are getting jobs, buying houses, having children, making them great prospects for new clients.  All the talk … Continue reading

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