I don’t know the answer for everyone, but I can share what has been my experience as a woman in financial services. I’ve been in the...

We have all heard the statistics – women now make up more than 50% of the US population1 and are making 80% of the purchasing decisions...

There comes a point in your career that you’re ready to take your insurance sales practice to the next level – you want to work with more...

Congratulations – as a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are...

During Women’s History Month, we remember those whose shoulders we stand on. Thank you Ellen Putnam, for forging ahead when there was no...

The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...

How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...

I am a former financial advisor. The company I worked for is not important (rhymes with “barbarian excess”), but the life and money...

If you have a Roth IRA, you know the benefits of this account. You can take distributions from it over your lifetime without paying any...

I was standing on the soccer sidelines the other evening talking to my fellow soccer moms about how well a child we all knew was...

I was walking the grizzled life insurance veteran back to his room after he spoke to our group of advisors at an education day. On the...

Many companies are concerned about their brand and for good reason. What people think of a company and its brand can catapult it to new...

The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...

“A bank is a place that will lend you money if you can prove that you don’t need it.” Source: NLG It’s one of those classics that falls...

There are not many jobs that allow you to receive that type of compliment. No, I’m not an EMT, a police officer or a doctor. I didn’t...

We’ve been going through a fun and interesting debate in my family: Now that we can double our money, who should get it? Source: NLG No,...

“Dance With The One Who Brung You” – Old Southern Saying (with various ungrammatical variations). Source: NLG “A man with a watch knows...

Call me crazy but between juggling work schedules, playing hot potato with parenting duties (“but I read stories last night…”), and...

Single Premium Deferred Annuities (SPDAs) are not often talked about. Unfortunately, there isn’t a lot of awareness of what this product...

I’ve had some really great mentors along the way, both professional and personal, who bravely shared their “warts and all” wisdom and...