Fall is in full swing, and so are the year end tasks for your clients' financial plans! ADVANCED FINANCIAL PLANNING IDEA OF THE MONTH:...

Statistics on Life Insurance 54% Percent of American adults have some form of life insurance 27% Of American adult only have life...

Our June BC Newsletter is Here! Did you know the first day of summer starts on June 20th?

An ILIT is created to own and control a life insurance policy on an insured individual, as well as to manage and distribute the proceeds.