Preparing for Change in the New Year
Posted: December 19, 2024
A new year is upon us when we traditionally make resolutions about our health and plans—but what about resolutions for your business? The New Year is an ideal time to embrace growth opportunities and consider canceling programs that failed to produce results in 2024. Look at Where You Are At As the year comes to a close, it is time to take stock of how...
Preventing Package Theft
Posted: December 16, 2024
If you do a lot of online shopping during the holiday or year-round, be aware of the growing threat of package theft. Package thieves, also known as “porch pirates,” have become so brazen that some will even tail delivery drivers to swoop up packages the minute they are gone. In a recent year, over 260 million packages were stolen across the U.S., costing consumers millions...
2025 New Year Resolutions For Every Buyer And Agent
Posted: December 13, 2024
As we move into a new year, we hope that every insurance agent and insurance buyer thinks about how they view their relationships. Let us get away from the clever insurance advertisement’s attempts to bring our products and services down to the lowest common denominator, price, and commodity. Insurance products and services are used to build our local economies, we allow people to dream, and...
Early Retirement Checklist: Essential Steps to Prepare
Posted: December 9, 2024
Early retirement is a rewarding goal that requires thorough preparation and a clear plan. Here’s a comprehensive checklist to guide you through essential steps: Set Clear Financial Goals Define what “early retirement” means to you and the lifestyle you wish to maintain. Understanding these details helps you calculate a retirement savings target, taking into account activities like travel, hobbies, relocation, or even part-time work. Evaluate...
A Guide to Gifting Loved Ones with Life Insurance
Posted: December 7, 2024
Can you give life insurance as a gift? Yes! It is a meaningful and touching way to show how much you care. Here are a few quick things to know about purchasing life insurance as a gift this holiday season. Why Life Insurance Can Be the Perfect Gift Gifts are a joy to give and receive, but giving a life insurance policy can be surprisingly...