How much training should your broker have?

A prospect asked me this a while back, and its a good question.  Does the person you are interviewing, or using, have the background to handle your account properly?  Are they up to date on the latest trends and can give you forward thinking advice? While initials after your name (I have a few) are important, and require Continuing Education.  …

What is my job as your broker?

My role as your broker has changed my thirty years in the industry, and never more than in the last 5 years.  Some of this is related to the Affordable Care Act, of course, but some of it isn’t.  It used to be all about price;  that has changed alot – when everyone has the same price and the same …