Estate planning for young families

Many young families put off estate planning. If asked, they may say they are too young, healthy or can’t afford it. Some have trouble just thinking about what could happen if they should die while their minor children and spouse are depending on them. But even a healthy, young adult can be taken suddenly by … Continue reading

The 9 lives of second-to-die

By Louis S. Shuntich, J.D., LL.M for LifeHealthPro.com. Louis S. Shuntich, J.D., LL.M., is senior vice president, Advanced Planning, Lincoln Benefit Life Company, Second-to-die life insurance, also called survivorship life, is most closely associated with the payment of federal estate taxes. In fact, it is accurate to say that such policies were created for that … Continue reading

10 estate planning tasks your client should do before 2013

By Jonathan A. Mintz, J.D. for LifeHealthPro.com. Jonathan Mintz is chief operating officer of WealthCounsel, a membership organization of thousands of estate planning attorneys located in all 50 states. Jonathan is also the COO of WealthCounsel’s sister company, The Advisors Forum LLC The end of the year will be here before we know it. But … Continue reading

10 estate planning tasks your client should do before 2013 | LifeHealthPro

10 estate planning tasks your client should do before 2013 | LifeHealthPro.

Life Insurance Opportunities: Fact-find before you sell

One of the most important steps in building a successful life insurance practice is to take a holistic approach when meeting with a new prospect. Conducting a thorough fact-finder without any preconceived ideas will uncover many opportunities that could lead to additional sales. Also, by asking the open-ended questions, you create long-term relationships and, most … Continue reading