Give Your Client a Disability KISS (Keep it Short and Simple)

Life InsuranceBy insureadmMarch 1, 2022Leave a comment

Give Your Client a Disability KISS (Keep it Short and Simple) Use this One Stat and One Story March 1, 2022 | Written by Samuel Newland CFP If you have read a lot of our articles, you would have seen a lot of strategies. At the end of the day, there is not only one…

Strategy Over Outcome: Using Cognitive Dissonance in Disability Conversations

Life InsuranceBy insureadmMarch 1, 2022Leave a comment

Strategy Over Outcome: Using Cognitive Dissonance in Disability Conversations March 1, 2022 | Written by Samuel Newland CFP A good financial plan is evaluated based on evidence and a sound strategy – not by looking back at the 1-, 3-, or 5-year performance and comparing it to other portfolios. Just because some people win the…