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The LegacyShield Blog

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Three Tips For Working With Millennial Clients

In our current world, generational lines have been drawn in the sand like never before. The buying habits, values,...

Insurtech: The Disrupted and the Disrupter

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves for an...

Go Beyond the Traditional Advisor-Client RelationShip

Regardless of your line of work, client base, or professional experience, connection is always key when building...

YOUR CLIENTS' LEGACIES ARE MORE THAN NUMBERS

You’re the financial expert. You’re the person your clients turn to to determine their insurance needs, protect their...

For Sentimental Reasons

The time for family togetherness and holiday traditions is just around the corner. These annual events, whether...

Baseball's Battle of the Leagues

It’s the end of baseball season—time for the World Series, the final battle between the top teams from the National and...

The Evolution of Halloween Traditions

 

Carving pumpkins. Donning costumes. Trick or treating. And collecting for charity. These are four activities now...

Get Ahead of the Retirement Curve: Four Reasons the Time for Succession Planning is Now

 

Your business is at the top of its game, and retirement is the furthest thing from your mind. It’s taken you a...

7 Hacks to Teach Your Kids About Money

 

Over the past few years, I’ve posted a number of blogs on the topic of teaching kids about money. I’ve shared my own...