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Plan Smart Today. Live Better Tomorrow.

Building Connections Through Direct Response Marketing… More Than Just Social Media

Are you a business owner and wondering if there is any value in a social media presence to promote and grow your busines…

Corporate Owned Life Insurance - Watch Those Beneficiary Designations!

Are you a business owner? Does your corporation have an insurance policy on your life? Read this article to find out why…

INFOclip: The Value of Advice

There are many things to consider when planning for your financial future and doing it on your own can feel overwhelming…

Strengthening Your Safety Net with Critical Illness Insurance

We tend to carry an insurance safety net to break our fall so we can continue to meet financial obligations in case of u…

Is an Estate Freeze Something I Should Consider for my business?

Estate freezes – what are they and should you consider implementing one for your business? Lots of factors to consider, …

What becomes of the broken-hearted? Stress and the Human Heart

Heartbreak – a true facet of the human experience, but how does it affect heart health? Read this article to learn more …

SMART TALK... about choosing the right Insurance

Your advisor’s role is to analyze your particular situation and help you choose the best combination of coverage and pay…

Insuring Your Greatest Asset with Disability Insurance

We often consider our homes or vehicles as our greatest asset – but are they? Try the Insuring Your Greatest Asset tool …

SMART TALK... about insurance

A key ingredient to securing financial success throughout your lifetime is your insurance.…

How to Build a Strong Social Media Network

If you’re a business-owner actively promoting your business online, you know how important it is to have a strong networ…

An Executor Checklist – A Few Things to Consider

The role of an executor comes with a great deal of responsibility and is not to be taken lightly. Before you shout yes, …

Debt Consolidation Calculator

The fact is, there’s no easy way to eliminate debt. However, consolidating existing debt can streamline your monthly bud…