Blog

10 Steps for Creating a Smart End-of-Life Plan

by Devin Pascoe End-of-life planning sounds like something you would do, well, toward the end of your life. But the reality is that no one knows what tomorrow will bring. If the worst were to happen, would your family know what… Read More

COVID-19 Is Motivating Americans to Get a Will – Especially After Contracting COVID-19

This report from Gerry W. Beyer is not surprising. The COVID pandemic has motivated people to get their estates in order. This is especially true among younger people, who too often neglect to get a will. Good news! In my… Read More

Why Small Business Owners Need Life and Disability Insurance

by Carly Cummings When you decided to go into business for yourself, your first thoughts were most likely excited ideas of what could go right: more freedom, happy customers, increased earning potential. However, your later thoughts may have turned to what… Read More

Give Like a Millionaire! Life Insurance as a Tool for Charitable Giving

by Spencer Cassidy | I’m going to let you in on a secret: You don’t have to be a millionaire to give back like one. Life insurance is an affordable way to leave a large, lasting legacy to a charity,… Read More

Seeking Financial Security? Get Life Insurance

by Faisa Stafford, LUTCF The 2022 Insurance Barometer Study, conducted annually by Life Happens and LIMRA, reveals that financial security is a concern for all generations, but one that can be addressed with a stronger understanding of life insurance and its… Read More

Who merits great wealth?

Gerry W. Beyer of the Wills, Trusts, and Estates Prof Blog, just published the results of a survey of wealthy people. You know what they are worrried about? Not spoiling their kids with their inheritance. They will actually set condtions… Read More

How to avoid visualization mistakes when buying life insurance

Fitness and growth guru Matt Furey offers sage advice on Visualization. He teaches us how to avoid the five most commons mistakes. I especially like this one: Mistake #4 – Ignoring where you are. When they buy life insurance, many… Read More

The power of being impulsive

Josh Larson at Bushido has a keen insight into the plus side of being impulsive. In his blog post, he talks about impulsively taking on the challenges that you instinctively shy away from. That helps you develop grit. With more… Read More

The Case of the Hamptons Widow

Gerry Beyer has a new post on his Wills, Trusts and Estates Blog that hits home, especially for women whose husbands take care of the household finances. If you tragically lose him prematurely, will you know how to handle your… Read More

An update on how life insurance underwriting is using Electronic Health Records (EHR)

Ken Leibow, Founder and Chief Executive Officer at InsurTech Express, recently published an update on EHR in Broker World. You would be amazed at the technological advancements being made to accelerate and simplify life insurance underwriting. I have been at… Read More