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Retirement can mean different things for different people

Retirement Can Mean Different Things for People

Retirement can have many different meanings. For some, it will be a time to travel and spend time with family ...
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wants and needs

Needs vs Wants: People Move in the Direction of their Wants

Life insurance has historically been sold by the life insurance carriers as a “need” product.  They start by offering a ...
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Asset Allocation is a Critical Building Block when Creating a Portfolio

Asset Allocation is a Critical Building Block when Creating a Portfolio

If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from ...
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How much do you know about one of the most important tools you have to help protect you and your family’s financial future

How much do you know about one of the most important tools you have to help protect you and your family’s financial future?

Life insurance is a key risk management tool that can help you pursue your financial dreams and help protect the ...
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Senior couple with financial adviser.

Tax Time is a Great Time to Review

Every year, about 140 million households file their federal tax returns.  For many, the process involves digging through shoe boxes or ...
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Explaining Term & Permanent Life Insurance to Your Clients and Prospects

Explaining Term & Permanent Life Insurance to Your Clients and Prospects

According to industry experts, most people don’t have enough life insurance; and, more than half of consumers said their household ...
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Tips for Setting & Accomplishing Goals

Tips for Setting & Accomplishing Goals

Set goals you actually want to accomplish. Don’t allow outside voices to dictate what your goals should be. While you ...
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The Other Sure Thing … It's Never Too Early to Plan

The Other Sure Thing … It’s Never Too Early to Plan

The Other Sure Thing We’ve all heard the saying the only sure things in life is death and taxes.  And ...
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