(2 Minute Read) Being a good advisor to your clients means being able to pull some useful tricks out of your sleeve. When it comes to managing your senior clients’ insurance, these are three tricks you’ll be happy you have.
The Life Settlement Blog
3 Insurance Tricks You Should Be Using For Your Clients
New Tricks for Continuing Education for Financial Advisors
(3 Minute Read) Financial professionals know that licensure and credentials are critical. Memberships in organizations like FINRA or NAPFA and designations like CFP (Chartered Financial Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant) are common in the industry
How to Plan for Funeral Costs
(3 Minute Read) It’s not easy to talk about, but funeral costs are a very real part of death. As your parents get older, it may be time to start thinking about what will happen after they pass away. According
5 Questions to Ask Your Doctor As a Senior
(3 Minute Read) It’s easy and common to take the word of a doctor as the whole truth. However, doctors are just as imperfect as everyone else. Even if you’ve known your physician a long time, asking questions is important
The Big Misunderstanding About Term Policies
(3 Minute Read) Many advisors believe that term life insurance policies are worthless once the need is gone or the term expires. But there’s a big opportunity that most advisors miss out on with term policies, and they’re letting it
3 Important Questions to Ask Clients Retiring in 2016
(4 Minute Read) From the day we get our first big-time job we’re looking towards finally retiring as a senior. Rest and relaxation, no work, traveling. Of course, retirement looks different for everyone, so it’s important that all of your
What Does Obamacare Mean for Seniors?
(2 Minute Read) Now that the Affordable Care Act, commonly called Obamacare, has been implemented and started rolling, we’ve found lots of hidden benefits, especially for seniors. However, as the population of those using Medicare rises, there could be future
The 3 Biggest Portfolio Worries of the Fed’s Interest Hike
(2 Minute Read) We all knew the days of zero-percent interest couldn’t last forever. Now that the anticipated Federal interest rate hike has come, it’s time to think about what that change from .25% to .50% could mean for investments
Retirees: Save Your Money and Don’t Spend for These Things!
(3 Minute Read) When saving for retirement, every little bit helps. For those looking to retire, or are already retired, it’s important to understand the little ways you’re hurting yourself when trying to save and retain money. You have a
The Giant Opportunity You’re Missing in Life Insurance Trusts
(3 Minute Read) Many advisors use irrevocable life insurance trusts (ILITs) as a means to best handle their client’s money, and to ensure that the families of their clients are taken great care of in the event of the client’s
