Don’t let a health scare leave your client unprepared
By Vlasta DuffyMy unexpected breast cancer diagnosis vaulted life insurance and financial planning to the top of the priorities list.
October 24, 2012
CFP Board Did the Right Thing on Planners’ BankruptciesA CFP's bankruptcy is serious, of course, but such planners deserve to be treated fairly, and after being informed, clients can decide for themselves whether filing for Chapter 11 is a game-changer.
October 24, 2012
Advice for Owner-Advisors: Accept Your Shortcomings to Build a More Successful FirmFor many firm owners, the Aha! moment comes when they accept the fact that nobody is good at everything, and that a firms success comes from maximizing everyones talents while minimizing the ill effects of their shortcomings.
October 23, 2012
When’s the right time to plan?Another, related question is: How do you plan when you do start to plan?
October 23, 2012
When’s the right time to plan?Another, related question is: How do you plan when you do start to plan?
October 23, 2012
Time to get gloomyCheery life insurance ads aren't getting the industry's message across.
October 23, 2012
Time to get gloomyCheery life insurance ads aren't getting the industry's message across.
October 23, 2012
Maximizing Charitable Giving Through Universal Life InsuranceAvoiding the complications of estate taxation and the U.S. probate system may be key reasons to allow high-net-worth foreign clients to include sizable charitable donations in their estate planning.
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