At 21, Sophia Bera could not take watching the real estate market climb any further without jumping in, so she took a mortgage she could not really afford, along with her boyfriend, to buy their first home together. A few years later, along came the financial crisis and Bera, like so many other Americans, was upside down. But by the time she was 26, she had used her hard lessons learned to become a certified financial planner, advising young clients on how to prevent making the kinds of mistakes she made.
The deal makes Fidelity National a significant player in the U.S. individual annuity market.
Knowing people is good. Knowing certain people may be better.
In one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2020 ALM Media Properties, LLC. All Rights Reserved.