Breaking the Language Barrier in Wealth Management
For business people globally, fluency in the English language makes everything easier. We once had a colleague who spoke fluent...
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Smackdown: 529 vs Retirement Account
It’s probably safe to say that absolutely NO ONE has ever voluntarily paid more tax than they have to. So if we only pay what we...
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Advisory Expertise: Handling Sudden Death Without a Plan
It happens all the time: a family’s breadwinner dies suddenly without an estate plan. Suffering the pain of loss, the survivors are...
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Walt Had a Vision: How to Market Like Disney
Jarrod Upton, chief operations and senior consultant with Herbers & Company, sounds like a square guy – we mean that in the...
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They Ain’t Green But They’re Gold: Managing Digital Assets
There’s a problem with digital assets: nearly everyone owns them and their value can be substantial. Yet they’re so new as an asset...
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Regulating Insurance Isn’t States’ Strong Suit
Unlike much of the investment business—supervised at the federal level—insurers are almost entirely overseen by individual states...
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Investing Past the Age of 65: Your Health Savings Account
As one ages, the rule of thumb is to shift toward a less-aggressive portfolio that’s more of a match for one’s risk tolerance. As...
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Tell Me a Story: Helping Clients to Learn Difficult Concepts
Retirement planning is no easy subject, which is why it’s surrounded by a veritable army of specialists. Even the experts tend not...
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Estate Planning When You Have a Disabled Child
Every parent worries about what will happen to their children when they are gone, but when a child is disabled that worry is...
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Long-Term Care Insurance Rates Spike
Long-term care insurers have been imposing significant rate increases for almost a decade, and the trend has the attention of the...
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Indy Advisors Want to Know: Why is My Marketing a Bust?
Our featured author, Angie Herbers, managing director at Herbers & Company, wants to have a sit-down about marketing strategy...
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Advisory Expertise: How to Text Like a Pro to Grow Your Practice
Texting is one of those things that drives everyone to distraction. Look at that lunatic, texting in traffic. At lunch, we often...
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Is Life Insurance Appropriate in a 401(k)?
Many retirement investors might not immediately think of buying life insurance for a 401(k), it can be a viable option. Buying life...
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Life Insurance Case Study: What to Do When Clients Need Fast Cash
Today we hear from Lisa Rehburg, president of Rehburg Life Insurance Settlements. She discusses the tragic case of two clients: a...
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Making Friends with LinkedIn Sales Navigator – Three Hot Tips
Our featured authors want you to log in to LinkedIn – if you’ve been away for a while, they think you’ll notice a difference. “It’s...
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Wealthy Clients Use Life Insurance to “Disinherit” the IRS. Here’s How
Innovative financial advisors are always thinking about how they can help clients hang onto their assets and keep Uncle Sam’s...
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