Start with offering women more education on financial issues that impact them and their families.
Eileen Shovlin
What Should You Do When Clients Say ‘No’ To Insurance?
It’s not uncommon to hear responses like “I’ll think about it,” “I have enough insurance” or even “I don’t like insurance.”
The ‘Napkin Concept’ Showing LTCi’s Impact On Tax Planning
Think about clients who have money in IRAs, annuities or other brokerage accounts that they are using for emergency funds. Instead of leaving the money in a taxable account, consider repositioning those tax-inefficient dollars into a tax-free solution that offers additional leverage.
