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Explore the Latest Trends in Insurance & Finance with Aspire Magazine
In the ever-changing world of finance and insurance, staying ahead of industry trends is crucial for advisors, brokers, and financial...
Smart Money
Mar 262 min read
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The Retirement Healthcare Dilemma: How Life Insurance Can Provide Long-Term Care Solutions
A recent InvestmentNews  article highlights a critical challenge for retirees: skyrocketing healthcare costs and the difficult decisions...
Smart Money
Jan 292 min read
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John Hancock Collaborates with The Helper Bees to Empower Aging-in-Place
Navigating long-term care and chronic illness support can be overwhelming, but John Hancock , in collaboration with The Helper Bees , is...
Smart Money
Dec 11, 20242 min read
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Need-to-know compliance & market tips to beat summer sales meltdown
Now Serving in This Issue: An Extra Scoop of Motivation:Â Energize your practice with fresh insights and inspiration. Summertime...
Smart Money
Aug 7, 20241 min read
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Ushering in a New Era of Differentiation
Bill Shelow Jr., President and CEO of LIBRA Insurance Partners, emphasizes that the true value advisors and agents provide to clients...
Smart Money
Jul 31, 20241 min read
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Review of "Terry Savage: Funding Long-Term Care Insurance"
As someone who has been in the insurance business since 1981, I've seen many shifts in how we approach chronic illness and long-term care...
Smart Money
Jul 11, 20243 min read
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Investing in Peace of Mind: Long-Term Care Insurance
Bruce Hersh, President of Smart Money Financial with over 40 years of experience in the insurance industry joins the Edge Financial...
Smart Money
May 21, 20241 min read
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Symetra SwiftTerm's Automated Life Insurance Process
Symetra Life Insurance Company introduces a streamlined, digital-first approach to acquiring term life insurance through its Symetra...
Smart Money
Apr 2, 20242 min read
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The Power of Cash Indemnity Benefits
One of the most important things to understand about a long-term care (LTC) insurance policy is how it will pay benefits if you initiate...
Smart Money
Feb 1, 20242 min read
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The Aspire Magazine: A Must-Read for Financial Professionals
As we say goodbye to 2023 and welcome 2024, Smart Money Financial brings you an insightful overview of the December 2023 issue of Aspire.
Smart Money
Jan 16, 20241 min read
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Case Study: Affordable guaranteed death benefit protection with ability to adjust on the fly
SCENARIO: James, age 50, needs income protection for his family in the event of his untimely death. While he may only need income...
Smart Money
Dec 14, 20232 min read
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TO THE POINT: A tax-efficient retirement funding supplement
THE SCENARIO A successful couple (ages 45 and 43) are fast approaching retirement. Together, their household income is approximately...
Smart Money
Dec 6, 20231 min read
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Mastering the Art of Engaging Small Business Owners
Introduction Navigating the world of small business owners can be a complex yet rewarding journey. Unlike large corporations, these...
Smart Money
Nov 22, 20232 min read
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Smart Money Financial and RGA have partnered to enhance underwriting efficiencies.
This exclusive program allows Smart Money Financial to work directly with the world's leading facultative reinsurer to collaborate on...
Smart Money
Nov 16, 20231 min read
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When Two Worlds Collide – Chronic Illness Riders, LTC, and Which Type Are You Really Selling?
LTC experts Roman Neal of Living Benefit Review and Angie Hughes from Producers XL lead a discussion on the key differences between Chronic
Smart Money
Oct 25, 20231 min read
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'Paws'-itive Additions! Add In Pet Insurance
Pets have long been companions in many American homes, but in recent years, the relationship with our four legged friends has grown!...
allison9069
Feb 15, 20231 min read
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Rising healthcare costs and chronic illness, a threat to your clients portfolio?
Life Insurance Products That Do More The biggest threat to your clients retirement portfolio isn't just market volatility. With more and...
allison9069
Jan 13, 20231 min read
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Smarter agencies start here...
What can we do for your agency? How about reduced underwriting, instant issue policies with up to $2 million in coverage, multiple policy...
allison9069
Sep 14, 20221 min read
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Get SMART and get ETHOS!
At Smart Money Financial we are bringing in a new wave of technology to agents everywhere. Join our platform and gain access to begin...
allison9069
Sep 8, 20221 min read
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Financial and Physical Fitness for Life
As 2020 draws to a close (and none too soon for most of us), more than 188 million adults in the U.S. will resolve to make a change in...
Smart Money
Jun 17, 20214 min read
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