Many students who are smart, motivated and planning their post-graduation lives are largely unaware of insurance and financial services as a career option.
What if our marketing message told a story of how consumers in this niche market can ensure their family could pay their monthly bills or their mortgage while preventing their loved ones left behind from facing a difficult situation due to a premature death?
Congress moved to actually take the stamper away from notaries, at least symbolically, with House passage of the SECURE Notarization Act last week. The bill now moves to the Senate for final approval,
Dan Clark is a motivational speaker, leadership trainer and author of more than 20 books, including The Art of Significance: Achieving the Level Beyond Success, which focuses on his 12 Highest Universal Laws.
Although the LGBTQ community is exceptionally diverse and each person’s life path is unique, here are some of the more common considerations in LGBTQ financial planning that an experienced, empathetic financial professional can address.
Not only do we look to create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers, but also, we seek to provide distinctive, secure, and successful client experiences and products delivered through touch and technology.
Homeowners who are upgrading their properties must make sure their coverage is up to date, while contractors have their own set of needs that could use some help from an advisor.
Benefit brokers can be even more of a resource to their clients by offering other services that can help their clients reduce costs while improving employees’ quality of life.