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Taking Your DI Practice Digital: 3 Website Options

Taking Your DI Practice Digital: 3 Website Options

Independent agents and financial planners: How would you rate your website? If you don’t have a website or your site was built more than 10 years ago, here’s a wakeup call: You’re about to get left behind. The pandemic has accelerated the public’s use of digital...
Frighteningly Fun DI Thoughts to Share with Clients

Frighteningly Fun DI Thoughts to Share with Clients

Do you remember singing “Have You Seen the Ghost of John?” around Halloween when you were in elementary school? Or maybe you learned it as “Have You Seen the Ghost of Tom?” Either way, you’ve probably heard this spooky song at some point. But maybe imagining John’s...
Do You Believe These Four LTCI Myths?

Do You Believe These Four LTCI Myths?

Myth #1: Long-Term Care insurance is an expensive product. Reality: It’s important to think of Long Term Care Insurance (LTCI) as a strategy not a product. Investments like stocks, bonds, IRAs and mutual funds are created to provide you income during retirement. Most...