The benefits of recommending the sale of a client's life insurance policy
By Darwin Bayston, CFAThere are a variety of additional benefits to financial advisors from recommending the life settlement option to appropriate clients. Here are a few.
October 09, 2015
What is the true cost of income?Too often, we simply take the current payout percentage and divide that into the required annual income to find a solution.
October 09, 2015
What is the true cost of income?Too often, we simply take the current payout percentage and divide that into the required annual income to find a solution.
October 09, 2015
What’s missing in your business plan?Executive statements and financial projections are basic elements of a strong business plan, but it is essential that you addresses how you plan to get to that destination.
October 09, 2015
What’s missing in your business plan?Executive statements and financial projections are basic elements of a strong business plan, but it is essential that you addresses how you plan to get to that destination.
October 08, 2015
Why prospects say 'no' to your planWhen advisors tell me that no one ever says no to them, my response is, Then you must not have any clients!
October 08, 2015
Why prospects say 'no' to your planWhen advisors tell me that no one ever says no to them, my response is, Then you must not have any clients!
October 08, 2015
Hillary Clinton: My plan to prevent the next financial crashPraising the Dodd-Frank Act, and "never having to bail out the big banks again," Clinton proposes more regulations for the financial industry.
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