Blog

There is hope for people who have been declined for life insurance – part two

In Part One, we discussed a very commons reason for why people get declined for life insurance: you applied with the wrong company. In Part Two, we will bring to light a different problem: Unexpectedly bad labs. Think about this… Read More

What is your picture of retirement?

by Tracy Latona | What will be different in retirement than what you have now (beside not having to work, of course)? What will your finances look like to support that dream? Too often, many Americans are rudely awakened by… Read More

There is hope for people who have been declined for life insurance – part one.

Getting declined for life insurance can be frustrating; even traumatic. You need the coverage; you are ready to pay for it; you’ve complied with everything the company has asked. So what’s the problem? There are a number of reasons for… Read More

3 Reasons Why Working Yourself To the Bone is NOT Solving Your Financial Challenges 

by Angie Carlson | Couples that have reached out for a complimentary conversation and became clients saw the actions they were taking on their own were not solving their money challenges.  They were tired of the money fights, stress, and anxiety.  The… Read More

What is your definition of debt?

by Tracy Latona | Do you consider payments to be debt if you can pay it off quickly before interest kicks in? What does it feel like for you emotionally if you do have debt? What if it didn’t have to… Read More

Hope for happier and healthier families

by Amy Greene | Read More

Can we keep the policy in force?

Let’s suppose two business partners put together a buy-sell agreement (good move! Now they have a plan for business succession in case one of them tragically dies; gets too hurt or sick to continue working; or decides to retire ahead… Read More

When you avoid money conversations with your spouse, your body tells the story.

by Angie Carlson | Your facial expressions have tells.  Looking away from the speaker when money is brought up to calm the discomfort in your body.  Trying to keep a straight, calm face to show the world and your kids… Read More

Your insurability is precious

Can you tell me the number one responsibility of a life insurance adviser? Is it to help the client clarify his or her need for life insurance?Is it to recommend the most appropriate product?Is it to get the lowest cost… Read More

Mental Health. It’s the foundation of your four financial walls.

by Tracy Latona | What is your first reaction when Murphy knocks and finances get really tight? Do you sit down and do a budget? Do you go through all your expenses, looking for areas to cut? If you have… Read More