Here's your real purpose as a financial professional.

Much of the discussion about business planning centers around succession planning, usually using life insurance. One product that has been habitually undersold is disability income insurance. See how George Reilly benefited his friend and client business owner. There are two very important points in this story. One is George’s discussion about approaching the professional advisors of a business owner early in the process, in this example it was the accountant. Isn’t it intere

Joelma Dias wasn’t convinced she was having a stroke. During a fun night of hanging out with her friends at church, the right side of her body suddenly began to feel weak. Joelma felt fine otherwise, and insisted that she was going to head home and get some rest. Luckily, a friend of hers convinced her to go to the hospital instead, where she learned she had suffered a life-threatening stroke. Joelma is living proof that things like strokes and major illnesses happen to youn

We all have our own preconceived notions. However, sometimes an experience can completely alter our current beliefs, as it did in the case

Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best deci

Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered. Guess what... they don't. Listen to Rick Barone's story to see what I mean. Financial services is really not about the spreadsheets and numbers. It's about the human impact that we can have on others, and this is particularly true for the small business market. There are almost 28 million small businesses in the United States. Ov