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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Before Purchasing a Long-Term Care Rider: What to Know
Do you know the difference between a long-term care rider and chronic illness rider? If you’re mulling a life insurance...
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Prospects Not Buying Life Insurance? Here Are Six Reasons Why
The majority of Americans know that they should have life insurance, but don’t have a policy. Life insurance may be something...
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Nine Things About Life Insurance Your Clients Should Know
Some 37.5 million U.S. households have no life insurance coverage at the moment, and nearly half of all households are...
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Beyond Just Estate Planning: Life Insurance
Most people don’t know that life insurance can provide benefits beyond apart from funeral expenses. Beyond estate planning, life...
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Married to a Non-Citizen? Watch Out for the Taxes that Bite
We can almost hear you saying it: what kind of taxes don’t bite? In this case, it’s a matter of teeth, their sharpness, number and...
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Want To Overturn Regulation Best Interest? Sue The SEC
Joining seven states and the District of Columbia, the XY Planning Network is suing the SEC, claiming that Regulation Best Interest...
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The Big-4 Tax Issues for Retirees
Retirement is usually anticipated as a time of greater leisure, lower stress and indeed, hardly a care. After a life of hard labor...
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The 4Q Dash: Tips on Revving Up Your Practice Before Year-End
The podcast, “How Goes the Behavior-Change Revolution?” provides insights to help your firm accomplish one primary goal before year...
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Breaking the Language Barrier in Wealth Management
For business people globally, fluency in the English language makes everything easier. We once had a colleague who spoke fluent...
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Smackdown: 529 vs Retirement Account
It’s probably safe to say that absolutely NO ONE has ever voluntarily paid more tax than they have to. So if we only pay what we...
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Regulating Insurance Isn’t States’ Strong Suit
Unlike much of the investment business—supervised at the federal level—insurers are almost entirely overseen by individual states...
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Investing Past the Age of 65: Your Health Savings Account
As one ages, the rule of thumb is to shift toward a less-aggressive portfolio that’s more of a match for one’s risk tolerance. As...
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Is Life Insurance Appropriate in a 401(k)?
Many retirement investors might not immediately think of buying life insurance for a 401(k), it can be a viable option. Buying life...
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Life Insurance Case Study: What to Do When Clients Need Fast Cash
Today we hear from Lisa Rehburg, president of Rehburg Life Insurance Settlements. She discusses the tragic case of two clients: a...
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Making Friends with LinkedIn Sales Navigator – Three Hot Tips
Our featured authors want you to log in to LinkedIn – if you’ve been away for a while, they think you’ll notice a difference. “It’s...
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