In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...

I’ve recently noticed an uptick in chatter, both in print and conversation, advancing the point of view that investment advisors who don’t offer cash value life insurance to their clients are missing ...