It’s National Make-a-Will Month
Most advisors aspire for every single client to have a Will — regardless of age, net worth, or marital status. We’re here to help you accomplish that goal. Check out […]
Technology
Corebridge Financial Improved Select-a-Term rates
Effective July 29, 2024, Select-a-Term (SAT) is repriced in all states, excluding New York. Pricing: Face amounts $500,000+ have a Top 2 ranking in 73% of the annual premium […]
Trust & Will: New Advisor Dashboard
We have a ton of exciting new features coming in 2024 — the first of which is already live! Log into your Advisor Dashboard to see what’s changed: A sleek, user-friendly design […]
Top 5 Reasons to Sell Life Insurance: A Guide for Insurance Agents
Top 5 Reasons to Sell Life Insurance: A Guide for Insurance Agents Are you an insurance agent looking to expand your product portfolio? Selling life insurance can be a profitable […]
‘I’ve Never Saved a Dime’: Shark Tank’s Barbara Corcoran
(Yahoo!Finance) – Warren Buffett famously said: “Do not save what is left after spending, but spend what is left after saving.” Shark Tank star Barbara Corcoran disagrees—she spends it all. The real […]
John Hancock partners with ŌURA
John Hancock announced a new collaboration with ŌURA, the company behind the smart ring that delivers personalized health data, insights, and daily guidance. As part of the partnership, eligible John […]
What to do When Someone Dies – A Step by Step Guide
Unsure of what to do when someone dies? We’ve created a step by step checklist to help you navigate this difficult process. Losing a loved one is one of the […]
How do you know if probate is required?
When is probate required? The rules for this can vary widely. If you’re not sure whether or not you need probate, we’re here to help you figure that out. The […]
2023 Annual Millennial Estate Planning Study
What is prompting Millennials to create their estate plans? So what’s prompting Millennials to start estate planning? According to our data, the primary driving force was having a child followed […]
Brand Identity: How to Develop a Unique & Memorable Brand in 2022
Developing a brand identity requires more than creating a logo. Although a logo can be the symbol of a business, it is not the entirety of a brand. In fact, creating a […]