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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

Sinking Funds To the Rescue!

by Amy Greene | We spoke about cars last time, and how they can be reliable much longer than most people think.One way to ensure your car remains reliable is to take good care of it! That means proper maintenance… Read More

What a loving parent does

A number of years ago, I received a phone call from a woman looking for life insurance. She got right to the point: “I need your help for two reasons: 1) I am a severe Diabetic, and I know my… Read More

To provide and protect

“Who needs life insurance, anyway?” I come across this attitude every now and again. Let me tell you how I dealt with it once: A number of years ago, a woman called my office to ask if I could “convince”… Read More

Feelings are tied to finance

People tend to take a purely ‘technical” view of life insurance. They treat it as a simple transaction: “When I die, my wife will get money to pay the bills.” “If the business loses a key person, it will receive… Read More

Here’s 2 reasons why no one should ever tell their spouse they are a “financial idiot” or “terrible with money”. 

by Angie Carlson | 1.      Your financial backgrounds are different  One of you was raised a financial household similar to The Giving Tree.  The other was raised in a financial household similar to Pinnochio.  Now that you are married and trying… Read More