Swell Wealth

01/13/2026

How small do you chop your potatoes… We were in a rush, so I chopped them really small so that they would cook faster.

You got me thinking of life insurance sometimes you just need a small policy just to cover the risk of protecting your family and getting it done.

Don't ever think it when you have more time you can cook bigger chunks of potatoes, and bigger policies

01/11/2026

My daughter went to a basketball game with her friend… When I went to pick her up, she started raving to me about these pretzel. I couldn't believe she was enjoying honey mustard at her age… Frank I tasted them and didn't think they were that good but she was just in heaven.

Just reminded me of how everyone has different taste for life insurance, and the flavours of it. That's why there's a marketplace and more than one product and solution.

12/02/2024

Steve is such a life insurance nerd! This is proof.

https://bit.ly/4fhb1a4

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11/29/2024

Accountants, we're here to help you with all your questions and concerns.

Straight goods, we'll tell you like it is.

Life insurance drives massive value for your clients.

11/28/2024

Zoom out for a second...

No perceived client need: Accountants may not have enough information about their client's life stage or financial situation to recognize the need for life insurance.

11/27/2024

Belief that insurance isn't urgent: Accountants may not see the urgency in discussing life insurance with clients, especially if they believe there are more pressing financial issues.

11/26/2024

Not part of their business model: For some accountants, providing life insurance referrals may not align with their existing business model or service offerings.

11/25/2024

Fear of bad outcomes: They might worry about recommending life insurance that doesn’t meet the client’s needs or that turns out to be inappropriate down the line.

11/22/2024

Lack of time to explore options: You may feel you don’t have the time to properly vet insurance solutions or educate yourself about available products.

11/21/2024

Existing relationships with other professionals: Accountants may already have a strong relationship with another advisor and are reluctant to switch or refer elsewhere.

11/21/2024

Competing financial priorities: The accountant may feel that their client should focus on other financial matters first, such as paying off debt or investing, before considering insurance.

11/20/2024

Fear of creating extra work: Referring clients to life insurance professionals could be seen as adding complexity and extra workload to the accountant's practice.