Insights
Plain-spoken writing on estate protection, policy design and what a producer career here actually looks like.
For producersOctober 14, 20265 min read
What to learn, who to talk to and which habits to build in your first three months, without the hype. A plan for newly licensed advisors, and the questions to ask any firm about its own.
For clientsOctober 11, 20264 min read
Term covers a window of time. Permanent covers a lifetime and builds cash value. Which one fits depends on what the money is for, and many families end up with some of each.
For producersOctober 7, 20264 min read
One carrier or several, whose name is on the door, and what your contract says about the clients you bring in. A plain comparison for new and experienced agents.
For producersOctober 4, 20264 min read
The exam rewards vocabulary and rules, not math. Here is a week by week plan that fits around a full-time job, plus what to do the day before and what a second attempt involves.
For clientsOctober 2, 20262 min read
What happens to a business when the one person who runs it is gone. Who key person coverage is for, how it is sized, and how it is owned.
For clientsSeptember 29, 20262 min read
Most lapses are administrative, not financial. A market audit at 75 days and a concierge call at 45 days close the gap where policies quietly die.
For producersSeptember 25, 20262 min read
Not a headset and a script. A week in advisory life insurance work: discovery conversations, case design with a client's CPA and attorney, carrier placement, and the reviews that keep clients for decades.
For producersSeptember 22, 20262 min read
Who owns the client relationship, how many carriers, and what happens at a claim. Get the answers in writing before you sign anywhere, including with us.
For producersSeptember 18, 20263 min read
Car sales, solar, real estate, memberships, hospitality: the habits that carry straight into advisory life insurance work, and the two that have to be unlearned.
For producersSeptember 18, 20263 min read
The path from zero to licensed takes three to six weeks in most states. Here is every step, what it costs, and what happens the week after your license posts.