Archive – Page 6 – LegacyShield

Client Engagement

Advisors: Your Clients’ Legacies Are More Than Numbers

You’re the financial expert. You’re the person your clients turn to in order to determine…

Ben YoungerJanuary 27, 2020

Business Building

Four Reasons the Time for Succession Planning is Now

When your business is at the top of its game, retirement and succession planning is…

Ben YoungerAugust 22, 2019

Uncategorized

7 Money Lessons to Teach Your Kids

Over the past few years, I’ve posted a number of blogs on the topic of…

Ben YoungerAugust 22, 2019

Insurance News

The Financial Advisor Dilemma

Disruptive innovation is happening all around us. And with the advancement of artificial intelligence (AI)…

Ben YoungerAugust 22, 2019

Beneficiaries

You Are Your Legacy

“Be the change you wish to see in the world.” The quote is attributed to…

Ben YoungerAugust 22, 2019

Beneficiaries

A Financial Trust is a Flexible and Smart Legacy Solution

When planning your legacy and thinking about your family’s future, you may want to consider…

Ben YoungerAugust 22, 2019

Best Practices

Consumer Data Tells a Story: Use it to Inform Your Business Strategy

Big data rules the digital marketing roost. Interpreted correctly, it explains what makes consumers tick.…

Ben YoungerAugust 22, 2019

Client Engagement

Who’s Driving, Anyway? Insurance Pros Should Give Keys to Consumers

Customers need to be in control of how they engage with the insurance industry. Positioning…

Ben YoungerAugust 22, 2019

Insuretech & Technology

When You Need to Innovate But Don’t Have the Resources

Most insurance companies can’t afford to develop solutions in-house Insurance companies are stretched thin. With…

Ben YoungerAugust 22, 2019

Insurance News

Leveraging Tech-Innovation is Paramount for Insurers

We know the insurance industry is facing change because we can hear the disrupters knocking…

Ben YoungerAugust 22, 2019

Insuretech & Technology Uncategorized

Harnessing Disruption in the Insurance Industry

When it comes to industry disruption, there’s no question that entertainment and transportation are prime…

Ben YoungerAugust 14, 2019

Client Engagement

Does an Insurance Carrier and Consumer Relationship Make Sense?

There’s a growing trend in today’s marketplace that surpasses all industry boundaries and supersedes any…

Ben YoungerAugust 14, 2019

Advisors: Your Clients’ Legacies Are More Than Numbers

Four Reasons the Time for Succession Planning is Now

7 Money Lessons to Teach Your Kids

The Financial Advisor Dilemma

You Are Your Legacy

A Financial Trust is a Flexible and Smart Legacy Solution

Consumer Data Tells a Story: Use it to Inform Your Business Strategy

Who’s Driving, Anyway? Insurance Pros Should Give Keys to Consumers

When You Need to Innovate But Don’t Have the Resources

Leveraging Tech-Innovation is Paramount for Insurers

Harnessing Disruption in the Insurance Industry

Does an Insurance Carrier and Consumer Relationship Make Sense?

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