What does life insurance have to do with pumpkin spice? When September rolls around, there are two things you can count on. First, fall is in the air, and with that, so is pumpkin spice-flavored ...
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 ...
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 ...
There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. A more ...
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 ...
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 ...
According to the Department of Health and Human Services (HHS), 70% of adults over age 65 will require some form of paid or unpaid long-term health care support. And according to a recent Centers for ...
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 ...
Long-term health care costs can drain resources in even the most carefully planned retirements. Advisors who work with clients preparing for their post-career lives say starting the conversations ...
Two common types of life insurance, term life insurance and whole life insurance, can be useful coverage for many people. However, term and whole life insurance function very differently. Term life ...
CHICAGO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”), a national insurance brokerage and consulting firm providing specialized services and products across select industries and ...
EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for high-net-worth families and businesses EPIC Insurance Brokers & Consultants (“EPIC”), ...