CONFIDENTIAL ANNUAL REVIEW As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To ...

Want to make sure your little one grows up to be a money genius? It’s time to get to work. You might be thinking, “But my son just mastered potty training!” However, it’s never too early to start grooming your child into a money-managing pro. Although your children will probably learn the basics about money in school, it’s up to you to teach them how to manage their finances. Here are a few tips to help you raise a money-managing genius.

There’s no time better than the beginning of the year to set some fiscal goals and create a plan for improving your financial situation. You are probably ready for a brand new beginning and the thought of sticking to a budget after the holiday spending spree might sound a little more appealing than it would at any other time of year. Here is a step-by-step guide to create some annual goals as well as a financial plan that will help usher in a whole new financial foundation for you and your family.

'We don't want to be all things to all people,' says one agency manager, 'so we want to identify a niche for Life insurance agents to master. Do you have any suggestions?'

QRPs FOR ALL AGES Qualified Retirement Plans (QRPs) are eligible for tax benefits sanctioned by the Internal Revenue Service. Employers may choose from several qualified plans, with vary...