Articles

Focus on clients, not statistics. by Jim Gothers When it comes to long-term care solutions, statistics are scary, and too many options can confuse financial planning clients. Analysis paralysis usually results in a lack of any action at all.  No conversation about retirement and financial planning is complete without a discussion of the risk of

Covr is well equipped to help insurance providers adapt. by Mike Furgiuele While the current situation surrounding the coronavirus is challenging for all of us, our insurance carrier partners have made adjustments in several key areas in response to COVID-19: Waiving of medical exams, expanded accelerated underwriting, and an increased use of e-delivery options.  Overall,

RMDs & life insurance can help achieve wealth transfer goals It’s common for financial advisors to work with clients who have wealth transfer goals, whether to children and grandchildren or a favorite charity. Advisors can recommend various ways to achieve this goal, and today, we wanted to talk about one possibility: using the required minimum

Between now the end of the year, we’ll be focusing on three key concepts of advanced insurance planning. These are widely applicable, straightforward concepts that financial advisors can easily raise with clients and prospective clients as they work to meet those year-end numbers. These are: IRA max.  It’s RMD season, so to speak, and there