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NEWS & UPDATES


Brent Lamon, RHU, CLTC
Aug 1, 20201 min read
Case Study: Self-Funding LTC Costs
Bob and Mary are typical retirees. They worked hard their entire lives, saved, and addressed the obstacles to an enjoyable retirement...


Brent Lamon, RHU, CLTC
Jul 1, 20201 min read
Pick Your Mistake
In the long run, not buying DI insurance could cost you everything, or assuredly more than the premium expense. After presenting the...


Brent Lamon, RHU, CLTC
Nov 18, 20192 min read
Are Women Ready For This?
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Joe Russo
Nov 11, 20192 min read
Don't Waste Personal DI Benefits on Business Loans
The Small Business Administration and countless non-governmental, commercial banks lend billions of dollars in capital to tens of...


Joe Russo
Nov 4, 20192 min read
Cruisin'
Although I’m quite susceptible to motion sickness, I love to deep sea fish and I have also enjoyed a number of vacations aboard those...


Brent Lamon, RHU, CLTC
Oct 28, 20192 min read
Guarantee Issue Business Insurance
Have you ever come across a guaranteed-issue key person DI plan? What about guaranteed-issue BOE coverage? GSI buy/sell insurance? ...


Brent Lamon, RHU, CLTC
Oct 21, 20191 min read
Hedging Against LTC Rate Increases
Rates increases have become commonplace on traditional LTC policies; almost expected. You know you did the right thing by insuring your...


Joe Russo
Oct 14, 20192 min read
Prospecting Among Your Own Clientele
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br2816
Sep 3, 20191 min read
Using Discriminatory Deductions
The fourth quarter is upon us and your small business owners are out hunting. Hunting for tax deductions. They have less than 3 months to...


Brent Lamon, RHU, CLTC
Sep 1, 20191 min read
Tis the Season to Discuss Tax Deductions
It may just now be fall, but many small-business owners already have their eye on that crisp, cool day in April when they get to send a...
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