Posted by:
Jeff Reed on 2/28/2012
While there may not be wild animals stalking us in this business, there are a number of niches that we need to keep an eye on to do the best for our clients. Sometimes the complexity of those niches makes us say, "oh my!"... or perhaps something a bit stronger. The business market is, or can be, one of those niches. Staying on top of the various types of business entities, the planning opportunities they represent and which may be the right fit is a daunting task if you try and go it alone.
Posted by:
Jeff Reed on 2/21/2012
"Top Ten Lists," or in this case, top five. I came across a list of the "Five Biggest Estate Planning Mistakes" written by a CPA out of Florida. He makes some excellent points about the types of issues we face with our clients every day.
Posted by:
Jeff Reed on 2/14/2012
We are all creatures of habit to some degree, and as positive as some habits can be (going to the gym regularly, for instance), using the same old strategy for every life insurance case may not be the best way to serve our clients. Though it may be the path of least resistance, that's usually where the problem starts.
Posted by:
Jeff Reed on 2/7/2012
Yet another cryptic title today as we talk about one of the rather significant impacts of the unprecedented price change activity we are experiencing in the first quarter of 2012. So what is this mysterious cost buried beneath all of the other communication about price changes? The answer is the cost of waiting to convert a term contract. We all know that insurance increases in cost as we age, so what's the big deal?
Posted by:
Jeff Reed on 1/31/2012
Or woman for that matter. What do I mean? It all started with a conversation I had this week with a prospective producer. He was referred to me with a heads up that he works with a few insurance carriers direct, and had a case that had been declined.