I have had some very deep and moving conversations with clients recently. They each dealt with the “taboo” topic that people like to brush under the rug: death; in particular, their own mortality. The topic of life insurance can make…
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by Angie Carlson| This is for you if you are discouraged that the progress you want to see is taking too long. Infants try to walk before they feel ready. Pull themselves up on furniture. Hold your hands to take…
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Is buying term insurance as easy as logging on to an-online platform, and simply picking the lowest premium? Not always. As a matter of fact, it usually is not. First of all, you have the qualifying underwriting questions. A “yes”…
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What kind of thoughts keep you up in the middle of the night? For many of us, they are financial worries. Job security. Paying bills on time. Debt. Keeping up with inflation. Underneath it all, is the nagging fear that…
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by Angie Carlson| Tired of waiting for your turn to solve your money challenges? Your turn to win the Powerball.Your turn to have your money prayers answered.Your turn to not experience guilt shopping for the holidays.Your turn to ______________. Instead…
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Many planners and advisers coach their clients to prepare for “Empty Nest Syndrome.” This is the time of life when the kids are out of the house and on their own. The parents no longer have to support them. This…
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by Angie Carlson| Friends with kids that could use a night out? Provide free babysitting and a $15 gift card to their favorite coffee shop so they can spend quality, kid-free time together. Have someone in your life that likes…
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Looking for money skills that last a lifetime? Don’t rely on short term fixes. Cashing in your retirement could mean you do not have the tools or knowledge to prevent going back into debt. Transferring money from credit card A…
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As you know, I am second generation in the life insurance business. My father Leon Kobrin, of blessed memory, owned and operated a brokerage in the 1950’s – 1970’s. I grew up in his agency – worked there from grade…
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Financial advisors and coaches frequently ask me for advice on how to talk with their clients about life insurance. I am always gratified to hear that. Life insurance secures your client against the life hazard that can have the most…
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