To help Clients understand the benefits of UL insurance and the role it can play in their financial plan.
What kind of legacy will you leave behind? How will you be remembered?
Word of mouth is the best form of marketing, and a client referral seminar can increase your chances of success. Use our 5 easy steps to launch your seminar today!
This article explores a way to modernize term conversations by using the concept of human capital. Easy for clients to grasp, human capital offers a straightforward way to calculate term insurance need.
Top advisors typically keep these six questions in mind as they help clients make an informed decision about Participating whole life insurance (par).
You don’t need a big budget to create a great video, but you do need to make it part of your marketing strategy. These 5 winning tips make it easy to get started.
Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently about the growth of his practice and serving the needs of current and former NHL hockey players.
Many business owners need permanent insurance protection, but don’t need or want the tax-sheltered cash value growth.
You’ve helped many clients plan their business succession – but have you thought about your own? Consider these planning tips for success.
Permanent life insurance – an asset class that can play a number of roles in a client portfolio.