August isn't downtime - it's go time. In this episode, John Felton & Zach Gosselin break down why now is the perfect moment for advisors to reconnect with clients, spot life changes, and spark meaningful conversations that lead to real planning opportunities.

From mid-year check-ins that turned into major plan overhauls, to simple tactics for identifying client needs without product overhwhelm, this is your launchpad for the final quarter of the year.

• Real advisor success stories
• How to spot cross-sell opportunities
• One action step to take before Friday

Don't wait for the year-end rush, get ahead of it!

In this episode, we sit down with Grant James, a property and casualty advisor, who shares their firsthand experience navigating the life insurance application process through Vive. The conversation dives into the day-to-day efficiencies gained, the technology’s real-world impact on case management, and how Vive streamlined everything from carrier selection to submission. The advisor reflects on initial expectations versus actual results, including time saved, client satisfaction, and lessons learned along the way. Whether you’re new to the platform or looking to optimize your workflow, this episode delivers honest insights and practical takeaways for today’s producers.

In recognition of Disability Insurance Awareness Month, this episode dives into the importance of disability insurance and how advisors can better serve clients by including it in their planning conversations. The discussion covers key target markets for disability insurance, including professionals, business owners, and young earners just starting their careers. Listeners will also learn about the simplified application processes now available, making it easier than ever to get coverage in place. The episode wraps up with a breakdown of the types of disability insurance products on the market today—from individual to group and supplemental policies—helping advisors match the right solution to their clients’ unique needs.