Wealth Planning & Investing
Does Your Client Still Need an ILIT?
Given recent tax changes, it may be time to assess whether your clients still need an ILIT. Read about how to make the determination.
Wealth Planning & Investing
06.04.19Estimated Reading Time: 8 Minutes
Becoming Your Clients’ Best Social Security Planning Resource
Become your clients' best social security planning resource by understanding the basics and nuances of claiming benefits, as well as knowing the questions they need to consider.
Wealth Planning & Investing
01.09.19Estimated Reading Time: 8 Minutes
Managing Retirement Assets for Longevity with the Bucket Strategy
Reduce clients' fears about outliving their savings and help them prosper through their golden years using the bucket strategy method.
Wealth Planning & Investing
12.12.18Estimated Reading Time: 8 Minutes
Are You Reviewing the Pros and Cons to the POA Decision with Clients?
Are your clients worried about what will happen to their financial affairs if they become incapacitated? It might be time to talk to them about the pros and cons of naming a power of attorney.
Wealth Planning & Investing
10.23.18Estimated Reading Time: 5 Minutes
Analyzing Prospective Client Portfolios in 4 Steps
You know that analyzing prospective client portfolios is often the key to earning new business. But do you know the best place to begin?
Wealth Planning & Investing
08.29.18Estimated Reading Time: 6 Minutes
Model Portfolios for Investment Management: The Key to Efficiency?
The use of model portfolios for investment management is a process-driven strategy, allowing you to manage large amounts of assets efficiently. Here's how to get started.
The Fee-Only Advisor
08.22.18Estimated Reading Time: 6 Minutes
