3 Mark is one of my favorite offices to work with. There are a couple of reasons for this. First, the diversity of their distribution. They have agents, advisors, and other reps that can sell multiple products. This is great for us at Mutual of Omaha because of our diverse portfolio. It’s just working with the sales team to find the right distribution partners for or various business lines. Secondly, their commitment to pushing technology. The steps they have taken to increase their eApps and drop ticket is remarkable. Lastly, they are just a great team of people. They all welcome you with smiles when going into the office, just make you feel very welcome. Overall, market leading and a pleasure to work with!
Choosing a Budgeting System That’s Right for You – The Simple Dollar
Over the last several years, I’ve had the opportunity to try out a number of different budgeting systems, both for personal use and because readers have asked me to try them out. All of these options have the same goal: get control over your money. Where they vary is in their execution. Read
You can learn from these celebrity estate-planning blunders
Celebrities, they’re just like us. At least, they are when it comes to estate-planning mistakes. You’d think that high-profile individuals with substantial and varied assets, often-complex family lives and a team of high-powered advisors at their disposal would have this locked down, more so than your average American. Read
Challenge your clients to stay active during the holiday season with these strategies and techniques:
Between pies and cross-country travel, it can be pretty tough to stay active during the holiday season. A cornucopia of family obligations, work parties, and last-minute shopping means that hitting the gym often gets delayed or crossed off the schedule altogether. Not this year!