

Your Real Purpose As A Financial Professional
Here's your real purpose as a financial professional.


Disability Insurance: A Critical Conversation With Small Business Owners
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's Story Is Why You Must Prospect With Everyone
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