Whole Life Plans – Arguably the Best Kept College Savings Plan Secret
As college costs continue to rise, having a college degree is more important than ever. According to studies by The College Board in 2011, those with college degrees earn 74% more than high school...
View ArticleLife Insuring Credit Enhanced Finance Transactions
This article outlines the components of a Credit Enhanced Finance transaction, which for most, is quite an “outside of the box” structure, but one that fills a hole in the mid-market corporate finance...
View ArticleAre You Still Searching for The Ultimate Lead Source for Selling Life Insurance?
Over the years, we’ve spoken to thousands of agents who’ll tell us they have a problem. They are not making enough life insurance sales to earn the income they need. They will tell us they need more...
View ArticleA NEW form of Alpha – Retirement Alpha!
Many people think that success in retirement is based on the balance in their IRA or 401(k). The premise goes that the amount of a person’s savings is what determines the success of their retirement....
View Article3 IRA Annuity Traps to Avoid
Over the past decade or so, annuities have become an increasingly popular investment for IRA and Roth IRA owners. Despite the fact that there is no additional tax benefit to holding an annuity inside...
View ArticlePhil Cannella Explains How a Split Annuity is Crash Proof
We interviewed Phil Cannella, Retirement Phase Expert and Industry Leader, to tap into his 37 years of experience working with those in and near retirement to explain how a split annuity fits in an...
View ArticleProtecting Your Nest Egg(s)
As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of helping our clients: Protect wealth Save wealth Grow wealth...
View ArticleProtecting Your Nest Egg(s)
[icegram campaigns=”9152″] As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of helping our clients: Protect wealth...
View ArticleProtecting Your Nest Egg(s)
As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of helping our clients: Protect wealth Save wealth Grow wealth...
View ArticleWhat Makes You Different From All the Other Investment Professionals?
The career of a financial services professional is, by far, the best job in the world. This is particularly true for investment professionals and wealth managers. We have the unique opportunity to...
View Article3 Ways You Know You Have a Great Insurance Marketer
Meeting with marketers is a fact of life for agents and advisors. If you aren’t keeping in touch with the people who create the products you offer your clients, how can you be sure you’re providing...
View ArticleWhat Makes You Different From All the Other Financial Professionals?
The career of a financial services professional is, by far, the best job in the world. This is particularly true for investment professionals and wealth managers. We have the unique opportunity to...
View Article3 Ways You Know You Have a Great Insurance Marketer
Meeting with marketers is a fact of life for agents and advisors. If you aren’t keeping in touch with the people who create the products you offer your clients, how can you be sure you’re providing...
View ArticleAnnual Reviews are Due
As financial professionals, our job is to constantly seek new and improved ways to strengthen our client’s financial future. Nothing could be more fitting and fruitful for us to accomplish such an...
View ArticleReduce Client Taxes and Establish Foundation for Growth
Assisting clients with income or estate tax reduction may seem like a small task in comparison to the vast amount of financial planning work advisors do yearly. However, if you can help your client...
View Article
