Home and Auto Insurance

The Importance of Choosing the Right Personal Lines Insurance Partner

(3-Minute Read)

Most clients are sold home and auto insurance on price alone. Then, once policies are in place, the broker switches on autopilot, and the client's policies are never reviewed or updated. Even if staying with their carrier is in their best interest, your client would likely benefit from partnering with an insurance partner that provides proactive ongoing service. Through First Element's partnership with Gregory & Appel Insurance, clients have access to annual risk management reviews, 24-hour claims advocacy and other valuable resources that help your clients' risk management keep up with their lives.

Long-Term Care

2024 Survey Shows Long-Term Care Costs Continue to Rise

(4-Minute Read)

Due to a growing senior population, the demand for long-term care (LTC) services in the United States is on the rise. That, coupled with a shortage of chronic care providers, is straining the existing LTC infrastructure. As a result, many LTC costs have risen sharply, as reported by the most recent cost of care study conducted by Genworth and CareScout.

Estate Planning

Three Actions to Protect Wealth Transfer Amid Tax Uncertainty

(4-Minute Read)

While many expect the current estate tax exemption provided by Tax Cuts and Jobs Act of 2017 (TCJA) to be extended by the second Trump administration, any such extension is likely to be temporary. With that in mind, clients should be advised to plan now and focus on flexibility, which will allow them to adapt to the future of the estate tax law.

First Element Resource Highlight

Advisor Education

One of the most commonly requested resources from our advisor partners continues to be ongoing education for their teams. With that in mind, we have created a collection of educational meetings on insurance and estate planning topics that are frequently brought up by advisors. A full list of available topics can be found on the form linked below.

We hold the sessions with your individual team at your preferred frequency (commonly, advisor teams choose quarterly or every other month). The meetings are conducted via Zoom, last 30-60 minutes each, and many are approved for CFP® Continuing Education credit, which we would submit on your team's behalf. 

If your team is interested in participating, simply complete the Education Sign-Up Form linked below, and we will contact you to finalize the schedule.