Advisor Update | December 22, 2020
Many clients choose to purchase a policy with level payments and coverage that lasts for 20 years. But, many end up wishing they had bought a longer term policy. Here is a client-approved case study that you may want to share.
The perennial favorite Social Security guide has now been updated.
Click here to access this 2021 guide.
As we approach the end of the year, please keep in mind important deadlines to ensure that all your business processes in a smooth and timely manner. Click here for all the details. 
When it comes to life insurance, it’s not about the products we sell, it’s about the stories we tell. We have 7 very short stories for you to incorporate into your sales presentations. Here's Conversation Starter #7: The Butterfly Chart.
You have many choices!
Click here for the various carrier programs, focused on the fluidless aspects of accelerated underwriting. 
Holiday Hours
Please note our holiday hours below.

12/24/20:
Office is closing at 1:00 PM
12/25/20:
Office is closed
1/1/21:
Office is closed

Wishing you a happy and healthy holiday season!
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   [email protected]