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.
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.
May 4, 2014

Give Your Clients A Confidence Boost

Your clients have a lot of reasons for seeking your recommendations and advice, but one of the biggest could well be peace of mind and confidence in their financial decisions. One simple way you can build their confidence is to provide them a written retirement plan. That’s one finding from the latest Wells Fargo/Gallup Investor and Retirement Optimism Index. According to Wells Fargo...