April 10, 2019

Quantifying the Need

It was Halloween weekend last year and I recently moved into a new neighborhood. Naturally, I went to the store to buy candy to pass out that night. As I got there, I faced a conundrum as I didn’t know whether I should expect many guests or just a few and I had no way to figure out the right answer. So as I stood there in the candy aisle for what felt like hours, I faced a dilemma, buy a great deal of candy or purchase a single bag of candy which might not be enough but would make things easier on my wallet. Situations like this will come up for your clients as well, especially when it comes to the topic of life insurance....
February 5, 2019

Getting From Here to There: Tips on Closing the Retirement Gap

Retirement planning is scary…but does it have to be? We live in a time where people are living longer and need their money to last just […]
January 22, 2019

7 Must Do’s for a More Effective Client Review

Working in the insurance and financial planning space can be a very rewarding and fulfilling experience but as with any rewarding work, there are also challenges. […]
April 1, 2018

Advisys Survey: College Funding VS. Retirement

In the struggle to save for retirement and pay for college too, financial professionals often find themselves pushing back against a parent’s natural instinct to provide […]
March 5, 2018

Are Your Clients Guessing at Their Retirement Needs?

Seasoned financial professionals recognize there is no magic retirement number that fits all of their client needs. Despite convenient rules of thumb, in reality there isn’t a single dollar amount or percentage of income that will work for everyone.
February 12, 2018

How to Tell if Your Client is Serious About Investing.

According to a recent LA Times interview with LPL Chief Executive Mark Casady, there are some handy rules of thumb that can quickly determine if your client is serious about investing.
January 7, 2018

Small Business Planning: Know the Right Questions to Ask Your Clients

Consider this; you have worked hard your entire life to start, own and operate a successful and thriving business. You and your partners have spent endless hours of your time working towards building something that will last. Sounds pretty great huh? For some it’s the American dream. The problem is ...
May 5, 2014

College Savings is an Area that Cries Out for Planning

Check out the findings of a survey by Fidelity Investments of 2,196 parents who have children expected to attend college. What they learned should be important to any agent or representative serving this lucrative market.