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Coverage Gaps: Helping Clients Avoid Common Mistakes
Life insurance is a powerful financial tool, but it only works when the right amount of coverage is in place and all relevant factors are...
Lauren Choi
Apr 142 min read
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How to Use Insurance to Protect Your Financial Future
Insurance is one of the most important tools for safeguarding your financial future. Whether it’s protecting your income, assets, health,...
Lauren Choi
Mar 283 min read
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St. Patrick’s Day and Retirement Planning: Finding Your Financial Pot of Gold
St. Patrick’s Day is a time to celebrate luck, tradition, and prosperity, but when it comes to retirement planning, you don’t want to...
Lauren Choi
Mar 213 min read
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How to Diversify Your Investment Portfolio for Long-Term Success
Diversification is one of the most fundamental principles of sound investing. By spreading investments across different asset classes,...
Lauren Choi
Mar 144 min read
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How Women Can Strengthen Their Retirement Plans During Women’s History Month
Women’s History Month is a time to celebrate the achievements of women throughout history and recognize the progress made toward gender...
Lauren Choi
Mar 64 min read
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Life Insurance in 2025: The Best Estate Planning Tool
Estate planning is a crucial aspect of securing your legacy and ensuring that your loved ones are taken care of after you're gone. As we...
Lauren Choi
Feb 105 min read
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Creating a Family Trust: 2025 Best Practices
Family trusts have long been a staple in estate planning, offering a way to manage and protect assets for future generations. In 2025,...
Lauren Choi
Jan 95 min read
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Why Life Insurance Is the Most Selfless Gift You Can Give
When it comes to gift-giving, many people focus on presents that are tangible and easily appreciated in the moment. Whether it’s the...
Lauren Choi
Dec 9, 20246 min read
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Investment Strategies for High-Net-Worth Individuals
High-net-worth individuals (HNWIs) possess unique financial circumstances that require tailored investment strategies. With significant...
Lauren Choi
Nov 22, 20244 min read
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Hybrid Long-Term Care Insurance Policies: How They Work
In today’s evolving insurance landscape, hybrid long-term care insurance (LTCI) policies have emerged as a popular solution for...
Lauren Choi
Nov 5, 20246 min read
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Breast Cancer and Estate Planning: How Life Insurance Fits In
Breast cancer is not only a significant health concern but also a catalyst for important discussions about estate planning. A diagnosis...
Lauren Choi
Oct 18, 20245 min read
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Life Insurance for Expats: What You Need to Know
Navigating life insurance can be complex under any circumstances, but it becomes even more challenging for expatriates. Expats face...
Lauren Choi
Sep 20, 20246 min read
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The Millennial Approach: Attracting Young Clients as a Life Insurance Agent
As the largest generation in the workforce and a key demographic for financial products, Millennials represent a significant opportunity...
Lauren Choi
Sep 12, 20245 min read
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Niche Markets: Finding Your Specialty as a Life Insurance Agent
In the competitive world of life insurance, standing out from the crowd can be challenging. One effective way to differentiate yourself...
Lauren Choi
Aug 30, 20245 min read
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Staying Motivated: Overcoming Obstacles in Life Insurance Sales
In the competitive world of life insurance sales, maintaining motivation is crucial to success. The journey can be challenging, with...
Lauren Choi
Aug 16, 20244 min read
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The Psychology of Selling: Understanding Your Clients as a Life Insurance Agent
In the life insurance industry, understanding the psychology behind selling is crucial for success. As a life insurance agent, your role...
Lauren Choi
Aug 2, 20245 min read
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Diversifying Your Portfolio: Selling Life Insurance in a Competitive Market
In today's ever-evolving financial landscape, diversification is not just a strategy for investment portfolios—it's also crucial for...
Lauren Choi
Jul 26, 20245 min read
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Tech Tools for Success: Enhancing Productivity as a Life Insurance Agent
In the competitive field of life insurance, agents must balance a myriad of tasks, from client management and policy administration to...
Lauren Choi
Jul 21, 20244 min read
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Balancing Act: Work-Life Balance for Life Insurance Agents
Life insurance agents play a crucial role in helping individuals and families secure their financial futures. However, the demands of the...
Lauren Choi
Jul 12, 20242 min read
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Mastering the Sales Pitch: Tips from Seasoned Life Insurance Agents
In the world of insurance sales, particularly in life insurance, mastering the art of the sales pitch is crucial for success. Life...
Lauren Choi
Jul 4, 20243 min read
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