admin
May 23, 2026
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Life Insurance Gap Creates Advisor Opportunity

Just 52% of Americans own life insurance, while ~100M report being uninsured or underinsured, creating clear planning conversations for families and advisors. Cost confusion remains a major hurdle:...

admin
May 21, 2026
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Life Insurance Demand Stays Strong

Economic uncertainty and rising living costs are expected to keep life insurance demand elevated across the USA and Canada throughout the remainder of 2026. Millennials and younger families...

admin
May 19, 2026
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8 Best Strategies to Save for Retirement

To build sufficient retirement savings, aim to save about 15% of annual income, including employer matches. Start early to benefit from compounding. Prioritize maxing out tax-advantaged accounts like...

admin
May 17, 2026
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What Makes Life Insurance a Relationship-Based Career

A career in life insurance is relationship-based, focusing on understanding and serving clients' unique needs. Success depends on building trust, empathy, and providing tailored solutions. Ongoing client engagement...

admin
May 14, 2026
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Americans Struggleto Understand Health Insurance

Slide 1 Many Americans struggle to understand health insurance because the language and rules are confusing. Slide 2 Confusion about insurance terms can lead to costly mistakes and...

admin
May 13, 2026
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Retirees Spending More Despite Budget Cuts

Many retirees find monthly outflow ends up higher than expected, even while they believe they’re cutting back. Three underestimated pressures drive the gap: rising “fixed” costs, healthcare sticker...

admin
May 11, 2026
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When Insurance Won’t Cover Medication

If a prescription was not covered, patients often faced full cost. Lower-cost generics, biosimilars, or alternatives were among the first options to discuss. Patients were advised to raise...

admin
May 10, 2026
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Common Life Insurance Mistakes & How to Avoid Them

Life insurance is crucial for financial planning, providing security for loved ones in case of death. Common mistakes include underestimating coverage needs, delaying purchase, relying solely on employer-provided...

admin
May 9, 2026
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Happy Mother’s Day

Mother’s Day celebrates the love, strength, and sacrifices of moms everywhere, with their guidance, care, and inspiration across cultures worldwide. Celebrating amazing moms! Your strength, kindness, and care...

admin
May 9, 2026
Uncategorized

Life, Disability, and Long-Term Care Insurance: Planning Considerations

A complete financial plan includes life insurance to replace income and pay liabilities if the primary earner dies, disability insurance to replace income if illness or injury prevents...

Year: 2026