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Disasters, pandemic highlight need for insurance

September is Life Insurance Awareness Month, and agents and advisors can point to natural disasters, including hurricanes and wildfires, the coronavirus pandemic and the 20th anniversary of the 9/11 terrorist attacks to highlight people’s need for personal protection insurance. Campaign organizer Life Happens enlisted former Destiny’s Child singer Kelly Rowland…

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4 ways to reach clients’ “circle of trust”

Clients often have a circle of trust that influences their financial decisions, and financial advisors have to break through this circle to establish a relationship and provide a sound financial plan, writes Vidal Peoples of Strategies for Wealth. Peoples offers four ways to navigate and mitigate this potential situation, starting…

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What clients need to know about life insurance

Clients should be made aware that life insurance polices are a tool for building wealth, in addition to providing a death benefit, writes consultant Ebony Ruffin. She outlines four things agents should tell clients about life insurance policies. Full Story: ThinkAdvisor

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