How Do You Follow Up on Prospects?
By Bryce SandersLeads are critical to growing your practice; make sure you have a procedure to follow up.
February 03, 2021
Do Americans Need Another Stimulus Check? Bloink & Byrnes Go Thumb to ThumbTwo professors debate whether more direct aid to individuals and families would aid the economic recovery.
February 02, 2021
Year-End Stimulus: What Changed for Retirement Plan ParticipantsThe Consolidated Appropriations Act of 2021 did not continue much retirement-related relief into the new year.
January 26, 2021
Direct Relief for State and Local Governments: Bloink and Byrnes Go Thumb to ThumbTwo professors debate whether these governments should get aid in the next stimulus package.
January 26, 2021
Second-Draw PPP Loans: What Advisors Should KnowSmall businesses that took out a PPP loan may qualify for a second one, but they should be mindful of key differences.
January 06, 2021
The 2 Things Your Clients Need to Know About Life InsuranceA couple of basic concepts will help your clients understand which type of insurance will meet their needs.
January 05, 2021
How to Get PPP Loan Forgiveness for Small-Business Clients Under the New RulesThe year-end stimulus package included big changes to how the PPP loan forgiveness program works.
December 30, 2020
Hospice Care and Medicare: LTCI InsiderBilling for end-of-life care can be confusing, even for a veteran long-term care planner.