After two years of planning and development, we’re proud to release the first version of the completely new system that will move us forward. With a fresh look and feel, and all of the presentations you’ve come […]
I wanted to let you know that since COW College I’ve had several meetings all using the COW tools. At the end of my meetings I asked my prospects and clients (I did some reviews) what they thought about […]
The uncertainties your clients face in retirement can erode their sense of confidence. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute, only 18% of retirees say they are “very confident” about […]
Retirement can have many different meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable […]
Life insurance has historically been sold by the life insurance carriers as a “need” product. They start by offering a “needs analysis” which looks at a family’s needs and obligations, and then they subtract their liquid assets to […]