Understanding one’s relationship with money is essential to financial literacy BY WINONA HAVIR My “Nâi nai,” (grandmother) realized that if her children remained in China they would all be killed. She found passage for them, […]
BY GLENN CRAWFORD Our industry does a great job of confusing the people we serve from the onset. For example, we go by so many different titles and these titles often have acronym designations that […]
By Barry Cohn What kind of health insurance agent or broker are you? Do you just sell group health insurance and visit them nine months later to discuss their renewal? Do you help them with […]
Poor health outcomes due to cost can be avoided BY PHILLIP CARROLL Across the country, households are struggling to keep up with skyrocketing healthcare costs, which can reduce access to care, deplete retirement savings and […]
Consumers still desire human touch in financial planning BY PARESH SHAH At the MDRT Top of the Table Conference in 2021, I took part in a long discussion with my fellow advisors on a burning […]
A CONVERSATION BETWEEN PHIL CALHOUN AND DANNIEL WEXLER Phil Calhoun: Danny, your law career has specialized in and focused on estate planning — mostly for business owners. With the many business owners that you’ve worked […]
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