The Ascend 2025 Virtual Kickoff may have wrapped up, but the momentum doesn’t stop here! We hope you found inspiration, insights, and actionable strategies to help you elevate your business in the coming year. The event was packed with valuable content designed to equip you with the tools and knowledge necessary to thrive in an…
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, signed into law in late 2022, introduced numerous changes designed to enhance retirement savings opportunities. With several provisions already in effect, a few more are set to roll out in 2025, bringing significant benefits, particularly for older Americans. As a financial planner, understanding these…
The new year is here, bringing fresh opportunities to reimagine your potential and redefine success. It’s not just about setting goals—it’s about shifting perspectives, embracing innovation, and committing to a vision of growth that takes your business to the next level. What Does It Mean to Level Up? To level up is to push beyond…
As we turn the page on 2024, one word stands out: perseverance. This past year brought its share of challenges, from unpredictable market conditions to rapidly evolving client expectations. Yet, for those of us in the financial industry, success wasn’t just about weathering the storm—it was about pushing forward with grit and determination. Lessons from…
Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For financial professionals specifically, there are a few trends and tactics that…
The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prepare for the beginning of the new year? While…
This is the time of year when most entrepreneurs are fully engaged in holiday marketing campaigns. The next few weeks will see businesses hitching themselves onto Black Friday, Cyber Monday, and other year-end sales wagons. However, there is another, often-overlooked event coming up that is also worthy of your attention – Small Business Saturday. The locally-focused…
When it comes to long-term care insurance, many producers focus their efforts on individual consumers. Understandable, given the value of LTCI in the face of rising long-term care expenses. However, it would be a mistake to overlook small businesses. Many business owners may not be aware of how long-term care insurance can be used to…
The conversation about long-term care can be difficult. Many people have yet to consider the impact it can have on their retirement. Others do not want to accept that a time may come when they can no longer live independently. However, the truth is that nearly 70% of Americans will need long-term care at some…
November is Long-Term Care Insurance Awareness Month. Like other “Awareness Month” campaigns (Life Insurance in September and Annuity in June), this presents an opportunity to discuss how a certain solution—in this case, LTC coverage—can fit within your clients’ and prospects’ retirement portfolios. The conversation about long-term care can be difficult. Many people have yet to…
