Establishing trust with LGBTQIA+ clients
Navigating the legality of relationships is already an exhausting process for most queer folks, and the impact on their finances is no exception.
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The pandemic and its aftermath don’t come with a historical playbook. We haven’t been here before.
Unpacking the IUL marketing plague
It hasn’t escaped notice for many financial planners that Indexed Universal Life (IUL) policies are making a marketing comeback, albeit one that resembles a plague of locusts.
A pair of California court rulings means insurers must be diligent in complying with lapse protection statues before terminating policies for nonpayment.
Tips to wow clients and have a successful 2023
As the end of the year approaches, it’s easy for our clients to become distracted by the events of the last year rather than looking ahead to the possibilities the new year could bring.
Unleash the power of the metaverse
By Panos Leledakis You’ve heard of the metaverse, but do you know what it is? And, to take it one…
By Emma Cramm Daily, financial planners answer their clients’ heart-wrenching question: “Am I on track?” The answer requires quantitative data…
An experience that impacts carriers and colleagues, as well as clients, creates maximum growth.
Four tips to effective network as a financial planner
My biggest early-career mistake was not intentionally networking. Intentionally is a critical word in that sentence: effective networking requires deliberate action rather than hoping to meet people in passing.
Here are some fraudulent schemes that target insurance professionals and could compromise privileged information.
A proactive approach to inflationary rates
With the recent spike in interest rates by the Federal Reserve, Americans are feeling more pressure in their wallets as inflationary rates make waves across all industries.
Being a financial planner is one of the most rewarding careers. Not only do you get to make a positive difference in clients’ lives, but you are also often the first person they call with life-changing news.
Mythbusters: the impact investing edition
By Christopher Stroup Aligning your investments with your values almost seems too good to be true. Many ask, “What’s the…
The Fed has signaled that more interest rate hikes will likely be necessary to arrest the generationally high consumer price increases we’re currently experiencing.
A look at the bills currently in Congress that could impact your clients and your practice.
Your client could face some financial consequences if they fail to pay attention on when they take their first required minimum distribution.
Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years. U.S. Treasury yields continue to move higher as well.
(Editor’s Note: Part 1 of a 3-part series on required minimum distributions.) By Lloyd Lofton and Gene Bond One of…
A move towards title protection exposes cracks in planner qualifications
While some have simply suggested the CFP® Marks as the benchmark for being a financial planner, many have pointed out that using something like the marks as the qualification meets the definition of licensing more than of title protection.
How ‘Advocate Clients’ can grow your practice
As you continue to build relationships with clients, they can then refer you to other people within their network. There is nothing more powerful than client testimonials to show prospects that your work is effective and helps others achieve their financial goals.
