Mature smiling couple sitting and managing expenses at home. Happy senior man and mid woman paying bills and managing budget. Middle aged couple checking accountancy and bills while looking at receipt.

CARES Act Planning Opportunities

Earlier this year, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This historic relief package allocates some two trillion dollars in aid to combat the economic impact of the ongoing coronavirus crisis.  Anticipating the Cost The Congressional Budget Office estimates the CARES Act will add $1.7 trillion to the federal…

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Discussing CDs With Your Clients

In last week’s Marketing Corner, we covered the history of CD replacement months. Traced back to the October 19, 1987 “Black Monday” stock market crash, this marketing opportunity comes around every April and October due to the product’s 6- and 12-month renewal periods. As a financial professional, you’re probably already familiar with this history lesson.…

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CD Replacement Month

CD Replacement Month

Historically speaking, October has been a tumultuous month for the economy. This year will bring the 33rd anniversary of Black Monday (October 19, 1987) and the 31st anniversary of the Friday the 13th Mini Crash (1989). While the more recent financial crisis of 2008 played out over several months, much of the action – Lehman…

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Man sitting at his workplace in the office. Top view close-up. Businessman is trying to connect couple puzzle piece. Symbol of association and connection. Concept of business strategy.

B2B Life Insurance Marketing Tips

When it comes to life insurance, many agents and advisors focus most of their efforts on consumers. This can be a wide-open market that consists of young families, those nearing retirement, and everyone in between. However, it would be a mistake to overlook the equally-open territory of small businesses. Many business owners may not be…

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Happy Millennial couple discussing life insurance coverage at home

Millennials and Life Insurance

In many ways, Millennials are the perfect storm of opportunity for life insurance agents and advisors. The largest generation in American history also represents more than one-third of the workforce. With the Boomer generation at or near retirement age, and Gen-Xers turning that corner, advisors would be wise to start paying more attention to Millennials.…

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