Kellan Goldberg

In my commentary last month, I talked about the “Insurance Gap” and how many advisors are missing a significant opportunity in their practice by not including insurance as an integral part of their client’s financial...

An overlooked and underserved area of the client financial plan

Every month, it seems as though there is a new article striking fear into the heart of advisors about how they are going to lose their assets when their clients pass away. Common statistics predict an 80 to 90 percent...