In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

With the passage of the One Big Beautiful Bill Act (OBBBA), agents working in a certain segment of the high-net-worth market may have lost their estate liquidity sales. Moreover, they could find that ...

Partnership creates geographic advantages aligned with SMA's strategic growth plan while diversifying the distribution of individual insurance products NASHVILLE, TENN. AND CLEARWATER, FLA. / ACCESS ...