March 12, 2025 Life insurance is an important component of your client’s financial plan. Evaluating and reviewing a life insurance policy can determine whether it is performing according to expectations — and meeting your client’s financial goals. There are many factors that may impact your client’s policy. Check out our policy Review flyer. Linda Thomas News
March 5, 2025 Simplifying the MassMutual underwriting experience and streamlining paperwork. Linda Thomas News
February 19, 2025 Read What is you get the call? As advisors, we focus on growth and investment strategies, but are we preparing clients for the unexpected? Income protection isn’t just a policy—it’s a lifeline. Whether due to illness, injury, or unforeseen circumstances, ensuring clients can maintain their lifestyle is critical. Proactively discussing income protection strengthens client relationships and reinforces your role as a trusted advisor. Linda Thomas News
February 19, 2025 Check out our new Risk Class Name Changes. Pacific Life announced new Risk Class Naming Conventions for PL Promise products. All applications dated on or after February 21, 2025, will receive the risk class names listed in their recent bulletin. Linda Thomas News
January 29, 2025 Building trust and connection….What do clients want from you? We recently shared that 80% of widows leave their financial advisor within a year of their husband’s death. While these clients may recognize the value of professional advice, they might not feel deeply connected to their current advisor, leading them to seek someone they connect with on a personal level. Emphasizing relationship-building and understanding unique client priorities can help retain and better serve female clients. Creating a more personal and trustworthy connection is key! Take a look at how both women and men ranked the importance of certain advisor characteristics. Linda Thomas News
