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 ...
A new trade association is developing best practices and offering a certification program for insuring the personal assets of the wealthy and managing the unique risks they face. The Council for ...
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, ...
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 ...
Life insurance is an integral part of an overall financial plan. Regular reviews can determine whether the policy is performing according to expectations and meeting the client's current financial ...
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 ...