John Jordan

Policies can deliver tax-free income

As licensed insurance advisors, how do we know when we’re fulfilling our clients’ needs for the proper amounts of insurance and providing the right products for their situations? It starts with due diligence, which must be performed when advising clients about insurance. First and foremost is to determine the proper amount of coverage. Typically, a […]

By John Jordan |March 15, 2010

5 min read

Life

Insurance policies can deliver tax-free income

By John Jordan |November 1, 2009

5 min read

Planning and Advice

Fact-finds determine client needs

The questions typically include: What’s your annual income (for both spouses if applicable)? : Our ability to earn income is our most valuable asset. Without income, there would be no home, car, or investments. Do you own your own home and do you have a mortgage? If so, what’s the amount left owing on your […]

By John Jordan |November 1, 2009

2 min read

Life

Are your clients optimally insured?

As licensed-insurance advisors, how do we know when we’re fulfilling our clients’ needs for the proper amounts of insurance and providing the right products for their situations? It starts with due diligence, which must be performed when advising clients about insurance. Coverage counts First and foremost is to determine the proper amount of coverage. Typically, […]

By John Jordan |October 6, 2009

6 min read