They’re Looking for You: How Rich Customers Find an Adviser
When an affluent person is looking for a financial adviser, how do they begin their search? That’s an essential question to...
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Insurance for College Students – Here’s What They Need
The day the kids head off for college is full of mixed emotions. You’re proud their moving on; you wish they wouldn’t leave –...
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A New Insurance Solution for Diabetics
Diabetes is a killer, the seventh leading cause of death in the United States, and a million and a half people a year are diagnosed...
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Where Have All the High Net Worth Clients Gone?
Traditionally, the aged and the rich have headed south to avoid the icy winds of winter, flocking to Florida to work on their tans...
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Danger Zone: Talking to Clients Who Lack LT Healthcare Coverage
It may not be a comfortable subject to broach with reluctant clients, but there’s no reasonable – or responsible – way to avoid the...
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So You Want to Build a Dynasty (Trust)
They say that one generation builds the fortune, while the heirs get the job of squandering it. There’s evidence to suggest the...
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The Under-Insured Generation: Millennials Living on the Edge
LEAD SENTENCE The younger generation is usually perceived by people even marginally older as irresponsible to the point of stark...
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Three Reasons to Have $2.5 Million Worth of Term Life Insurance
If you’re in your 20s and starting a career, you might not know how much life insurance you should buy. After getting married, you...
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How Elite Advisors Fully Capitalize on the Holiday Season
Want to capitalize on the holiday season? The secret can be boiled down to one thing—planning. Let’s walk through five...
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You Have Long-Term Coverage – What Else Do You Need?
The word has gotten around about the longevity crisis – people are living longer and it’s a two-edged sword. While more time in the...
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Advisors Are Source of Confidence in Face of Recession
According to a survey released Thursday by the Certified Financial Planner Board of Standards, over half of American adults expect...
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Will Talk of Impeachment Crowd Out Retirement Bills?
House Democrats are exploring the possibility of bringing formal articles of impeachment against President Trump. In the meantime...
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Counter Common Excuses Dads use to Avoid Getting Life Insurance
We’ve all seen them, the heart-rending GoFundMe pages soliciting financial help for a family facing the death of a loved one. A...
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Words You Should Never Say in Sales
The affluent can be delicate, and there are certain words that are pretty much guaranteed to have a negative impact. Use one of...
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Coffee: The Way to Your Prospects’ Hearts
America runs on coffee. It’s the most popular beverage in the country. According to Euromonitor, Americans imbibed 88.8 gallons of...
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Non-Traditional Estate Planning Tips for Finance Pros
Most financial planners offer estate planning as part of their practice, but new types of assets and changing legislation can make...
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