financial tool

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  No more estate planning excuses

  By Philip E. Harriman  |  February 6, 2013

  With a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.

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  Why 6 female producers love their jobs

  By Daniel Williams, Nichole Morford  |  September 26, 2012

  It's no surprise these six women love their jobs: They've helped build some of the best agencies in the business.

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  4 Common Life Insurance Misconceptions

  By Tom Morey  |  September 14, 2012

  Consumers don't purchase life insurance for several reasons, and many of them are false. This Life Insurance Awareness Month, help prospects and clients separate fact from fiction.

• The financial tool that keeps on giving

  By Philip E. Harriman  |  August 1, 2012

  “If life insurance is understood, it is a life-enhancing solution for most clients.”

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  Insuring Parents of Children with Special Needs: What You Need to Know

  By Barry L. Goldberg and Dan Pierson  |  July 1, 2012

  It can be difficult to underwrite clients who have children with special needs — but it’s far from impossible.

• Insurance for all walks of life

  By Philip E. Harriman  |  July 1, 2012

  “Understanding the objectives of our clients remains a vital step in the financial planning process.”

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  Insurance For All Walks of Life

  By Philip E. Harriman  |  June 27, 2012

  In an increasingly diverse America, advisors should keep their clients' cultural and financial needs in mind when recommending products.

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  Insuring Parents of Special Needs Children: What You Need to Know

  By Barry Goldberg, Dan Pierson  |  June 14, 2012

  It can be difficult to underwrite clients who have children with special needs — but it’s far from impossible.

• Parents, Pets and Online Presence: New Concerns for Modern Estate Planners (AdvisorOne)

  By Staff Writer  |  May 2, 2012

  Estate planners should advise clients to consider planning for dependents, pets and intangible digital assets.

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  Parents, Pets and Online Presence: New Concerns for Modern Estate Planners

  By Staff Writer  |  May 1, 2012

  The traditional focus of estate plans has changed for the boomer generation.