Top Secret Techniques From A Mega Producer
Howard Sharfman is one of the top insurance professionals in the world. He is responsible for creating over $17 BILLION of insurance...
The Story Of A Life Insurance Cynic Who Became A Believer
We all have our own preconceived notions. However, sometimes an experience can completely alter our current beliefs, as it did in the case
Beyond The Money: The Real Impact Of A Buy-Sell Agreement
Let's face it: most people won’t understand the detailed nature of insurance and financial planning. But everyone can understand the imp
A Life Of Significance – It’s About More Than Money
Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best deci
Takeaways From The Best LAMP Conference Ever
The financial services industry faces unprecedented technological, regulatory and demographic changes. From robo-advisors to DOL...
Why You Shouldn't Feel Nervous About Calling CPAs and Attorneys
Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have...
Thriving in a Post-DOL World
Many thought the delays would continue or that it would go away altogether... but it’s here. On June 9th, 2017, the Department of Labor...
The Ripple Effect of a Long-Term Care Event
Pattianne Baran has over 15 years of experience in the long-term care industry and was ranked by American Association for Long-Term Care...
What Did You Find Most Valuable?
Headers to prevent the caching of pages StartFragmentSeven years ago, Tim Gendreau was finishing up a meeting with a client referral. He...
I'm Just Doing My Job
If you've ever doubted the impact that you can have as a financial professional, here's a story for you about Kevin K. He's been in the...