You may be dealing with clients who are drowning in credit card debt. Many who are in this situation may even want to borrow from life insurance to pay off debt. Your role as an advisor is crucial in ...

Gus Badra Agency, an independent insurance broker proudly serving clients in Ohio and Michigan since 2004, is thrilled to announce a substantial expansion of its insurance carrier lineup for 2026.

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. If you have a ...

In the right situation, a life settlement is a win-win. You fulfill your fiduciary responsibility by helping your client maximize the value of a life insurance asset. And your client frees up funds to ...

There's an old adage: "What you don't know can't hurt you." Nothing can be further from the truth when it comes to the subject of life insurance for accountants advising their clients. Processing ...

One company at the center of that shift is Fulcrum, a workflow automation platform designed specifically for insurance brokerages. According to Lexie Tonelli, Head of Strategy & Operations at Fulcrum, ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Somer G. Anderson is CPA, doctor of ...

Building Generational Wealth Through Life Insurance and Smart Retirement Planning Miramar, United States - April 5, ...

Toledo, United States – December 25, 2025 / Gus Badra Agency – Insurance Brokers / Gus Badra Agency, an independent insurance broker proudly serving clients in Ohio and Michigan since 2004, is ...