Blog

September 27, 2018

2 Minutes of Value: 9/24/2018 Market Commentary

Val Adding 2 Min of Value How many of your clients would like to protect a portion of their money but still be able to participate in up to 52% of the market, with no downside risk and no cost? Please call with any cases! 317-775-6141   2018-09-24 Market Commentary from Valerie Doyle.

September 26, 2018

John Hancock Leaves Traditional Life Insurance Model Behind to Incentivize Longer, Healthier Lives

– 156-Year Old Insurance Company Doubles Down on Vitality’s Health and Wellness Platform – CEO Harrison: “We are proud to become the only U.S. life insurance company to fully embrace behavioral-based wellness.” BOSTON, Sept. 19, 2018 /PRNewswire/ — Starting today, in a departure from the traditional life insurance business model, all John Hancock life insurance policies will come with Vitality… Read More

September 25, 2018

Val’s Way: Back to My Roots

Back to my roots on the farm. Thankful for a childhood filled with teachings of hard work and compassion. That transfers over into adulthood.  

September 25, 2018

Remembering the Why

Recently, my wife, Alycia and I had the opportunity to attend a friend’s wedding. Weddings are a reminder of new beginnings and why we start new journeys. I started in this business to help others and build relationships. That is what keeps me going even on the days that are not as smooth as others. Remember… Read More

September 18, 2018

2 Minutes of Value: 9/17/2018 Market Commentary

Val Adding 2 Minutes of Value   2018-09-17 Market Commentary from Valerie Doyle.

September 18, 2018

Win By Not Losing

We all know that one of most significant benefits with an Indexed Annuity is that it cannot lose value.  We illustrate this using our Power of Protection piece (the Bill and Karen story) that has been a favorite of ours for a long time.  Recently we created the attached piece that expands that chart back… Read More

September 17, 2018

Al’s Market Commentary 9/17/18

2018-09-17 Market Commentary from Al Caviani.

September 12, 2018

For Clients’ Sake, Take Control

If there is one singular lesson I have learned from 45 years in the insurance and financial advice business, it is to motivate the public to buy insurance when they least desire it. Insurance carriers are in the business to manage risk. Buyers of coverage need to purchase coverage when the perceived risk is minimal…. Read More

September 11, 2018

2 Minutes of Value: 9/10/2018 Market Commentary

Val Adding 2 Min of Value < 2018-09-10 Market Commentary from Valerie Doyle .

August 22, 2018

The Coach’s Testimonials

“In an industry where the norm is holding 15 minutes to speak with any human being (and to then be told by them to “call back in 7-10 business days to see if we have an answer for you”), your kind and attentive service here has been a breath of fresh air.” -Hannah J.  … Read More