The Missing Piece in Wealth Plans: Integrating Life Insurance for Maximum Impact Financial advisors are comfortable having many different kinds of conversations. They can confidently discuss asset allocation, tax-loss harvesting, Roth conversions, and legacy planning. But ask them to talk about life expectancy — and many start to hesitate. That hesitation can be costly....
Read More >>Insure Your Love: Because Love Plans Ahead
Insure Your Love: Because Love Plans Ahead February is a time of love, and in the world of life insurance, that translates to insuring that love and protecting the people we love the most. It’s a natural reminder to pause and ask, “If something happened tomorrow, would my loved ones be okay?” That simple...
Read More >>Life Check: Does Your Client’s Policy Still Fit Their Life?
Life insurance isn’t “set it and forget it.” It’s a living part of a client’s overall financial plan. Implementing a regular policy review process helps you and your client confirm whether the policy is doing what it was designed to do — or reveal smarter ways to protect what matters most. Now that we’re...
Read More >>How to Have More Effective Long-Term Care Conversations With Clients: Insights From Nationwide’s LTC Experts
Families know that long-term care (LTC) is a topic that must be discussed — but it’s often avoided until there’s an urgent need for a family member. That’s why, since 2001, November has been considered Long-Term Insurance Care Awareness Month: to inspire more people to plan sooner. Americans are living longer than ever before,...
Read More >>Debunking Life Insurance Myths: A Business Owner’s Guide to Coverage
More people don’t obtain life insurance in part because of age-old misconceptions. That was one main takeaway from a 2025 survey by Corebridge Financial: About 40 percent of Americans said that they couldn’t afford life insurance — even though more than half of those respondents estimated the cost to be nearly triple what it...
Read More >>How to Retire Flexibly: Life Insurance Retirement Plans (LIRPs) Are In Vogue
As life expectancy continues to climb across the world, more people are seeking flexible solutions when it comes to their life insurance. Increasingly, consumers are looking to forgo the longer guarantees of a traditional plan in favor of policies that offer more upside and the ability to utilize some of the funds prior to...
Read More >>Five Scenarios That Keep Business Owners Up at Night
And How Insurance Solutions Can Eliminate the Stress Business owners have enough to think about, ensuring their operations run smoothly. Recognizing how easy it is to get caught up in the day-to-day minutiae of running a business, most business owners have experienced those moments of waking up in the middle of the night when...
Read More >>The Story of Four
AIMCOR EIG The Story of Four. Download...
Read More >>Q4 Wealth Planning Emails
Email 1 SUBJECT: Understanding America’s Wealth Planning Gap While more than two-thirds of Americans say they understand the importance of discussing end-of-life financial planning with loved ones, only 47 percent have actually done it, according to a recent study. Another report found that a third of millennials aren’t even sure whether their parents have...
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