Texas Tech Basketball Coach Chris Beard Signs New Contract with Insurance Policy
Texas Tech University, which made it to the NCAA National Championship Game this spring, has agreed on new contract terms for Red...
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The Benefits of Hybrid LT Care Policies for HNW Clients
Bud Boland has spent his career providing financial and planning advice to wealthy clients. Increasingly, he says, customers are...
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Five Treacherous Misconceptions About Life Insurance
It’s the Rock of Gibraltar of industry clichés: life insurance is dullsville, man. You don’t need to be a retread beatnik to...
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The Financial Planning Challenges of Same-Sex Couples
Darla Kashian, specializes in advising same-sex couples in financial planning, particularly in cases where the clients wish to...
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Just in Time for Summer: How to Properly Grill a Prospect
Closed-ended questions are like this: who won the tennis match? Ask the right questions and you’ll gain new clients. That’s simple...
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Digital-Age Succession Planning Made Easy
Succession planning can be a drag, but it’s nothing compared to the misery that results when a plan is lacking. Doug Bend, the...
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What to Know About the Retirement Bills before Congress
Two significant proposals before Congress right now are part of the recently proposed SECURE Act and RESA bill. The most...
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Tax Reform and Roth IRA Conversions – Despair for Some, Opportunities for Others
Robert Bloink and William H. Byrnes, say that for clients interested in Roth IRA conversions, the tax reform of 2017 was a...
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Advisor’s Expertise: A Pre-Vacation Checklist
Here it comes: the sweet, blessed release of your summer vacation. Before you go, you’ll need to get in touch with clients. Our...
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What You Should Know about Blockchain and Insurtech
We’ve all heard that blockchain is the next big thing, and that goes for insurtech as well. Computer Solutions & Software...
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Star Advisor Sees Millennials There for the Taking – But Act Now
The linked article introduces us to David Bach, described as a “celebrity advisor” who’s had books on the NY Times best-seller...
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The Dreaded Estate Tax: Mostly Sound, Little Fury
Our featured author, Barry Ritholtz, begins by sharing a tale about a left-leaning friend who’s found a reason to be glad about...
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The Retirement Plan that Got Overlooked on Tax Day
April 15th may have passed, but some advisors believe that it’s never too soon to start preparing for next year. No matter what a...
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Premium LI Financing – An Attractive Approach for HNW Clients
High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...
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Boosting Your Business with CRM
Financial advisory professionals know full well that the industry is moving through a period of seismic change. Clients are...
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What an Uber Driver Can Tell Us About Modern Retirement
Joseph Coughlin is a specialist in the field of longevity and generational trends – he also favors colorful bow ties. He...
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