Navigating Liability Risks on School Field Trips

May 14, 2024
Agent7

As the end of the academic year approaches, schools must take proactive measures to ensure the safety and security of their campuses. End-of-year property inspections play a crucial role in identifying potential hazards, addressing maintenance issues, and maintaining a safe environment for students, staff, and visitors. In this article, we will explore the importance of […]

4 Ways to Design a Whole Life Insurance Policy

May 14, 2024
Agent7

Myself and Dom from @TheAndAsset cover the 4 fundamental ways to design a whole life insurance policy. We’ll be giving … Whole life insurance is a popular choice for those looking for a long-term financial planning solution. This type of insurance offers both a death benefit and a cash value component, making it a versatile […]

Indexed Universal Life: The Dangerous Truth About IUL’s for Infinite Banking

May 13, 2024
Agent7

Indexed Universal Life: Let’s talk about IUL risk. Indexed Universal Life insurance, also known as IUL, has gained popularity in recent years as a way to build cash value while also providing a death benefit for loved ones. But there are some dangerous truths about IUL’s that should be considered, especially when using them for […]

National Hurricane Preparedness Week Starts May 5th

May 13, 2024
Agent7

It’s essential to be properly prepared for hurricane season, as these storms carry significant risks to safety and property. To raise awareness of the dangers of hurricanes, the National Oceanic and Atmospheric Administration (NOAA) annually sponsors National Hurricane Preparedness Week. This year, it runs from May 5th to May 11th. With the eastern Pacific hurricane […]

The BEST Mock Final Expense Presentation Breakdown! (Cody Askins & David Duford)

May 12, 2024
Agent7

If you’re looking for the absolute best mock insurance presentation, look no further! David Duford and Cody Askins go in-depth to … Are you in the insurance industry and looking for the best mock final expense presentation breakdown? Look no further, as Cody Askins and David Duford have teamed up to provide you with the […]

SECURE 2.0’s Student Loan Matching

May 12, 2024
Agent7

A key provision in the SECURE 2.0 Act that took effect January 1 could be a game-changer for employers looking to assist workers with student debt while also bolstering retirement savings. However, the benefit seems to have been largely overlooked so far by many companies. The new legislation permits employers to match employees’ student loan […]

The Best and Worst Types of Life Insurance!

May 12, 2024
Agent7

The Best and Worst Types of Life Insurance! Jump start your journey with our FREE financial resources: … Life insurance is an important financial tool that provides protection for your loved ones in case something unexpected happens to you. However, not all life insurance policies are created equal, and it’s important to understand the different […]

How Much Life Insurance Do I Need?

May 11, 2024
Agent7

The age-old question: “How Much Life Insurance Do I Need?” Other than what type of life insurance policy to get, this is probably … When it comes to financial planning, one important aspect that often gets overlooked is life insurance. Many people underestimate the importance of having adequate life insurance coverage in place to protect […]

Using Employee Feedback to Optimize Benefits Packages

May 11, 2024
Agent7

As employers look to reduce spending, many are slashing essential worker benefits like 401(k) plans, health insurance, and tuition assistance. However, experts warn against indiscriminately axing the costliest perks employees rely on. They say a better strategy is identifying underutilized offerings to cut and reallocating those dollars toward in-demand benefits. Soliciting Employee Input is Crucial […]

Term Life Insurance Quotes

May 10, 2024
Agent7

Life Insurance 101 provides term life insurance quotes for you. Term life insurance is a crucial financial tool that provides a safety net for your loved ones in case of your untimely demise. It is a type of life insurance that offers coverage for a specified period of time, typically ranging from 10 to 30 […]