Sometimes it’s best to play the surprise card. Surprise can be the first step not just in creating memorable moments but also in encouraging action. Corebridge Financial recently published research ...

You may be dealing with clients who are drowning in credit card debt. Many who are in this situation may even want to borrow from life insurance to pay off debt. Your role as an advisor is crucial in ...

From my earliest days in the insurance business, I’ve heard this refrain from skeptics: “Buy term and invest the difference.” That is, pay the lowest premium possible, and use the savings to pad your ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...

Americans spent some $1.4 trillion on insurance products in 2021, the most recent year available, according to the Insurance Information Institute. That includes medical and auto coverage, which are ...

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...

Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...