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The College

5 Award-winning Millennials Leading The Next Generation to Financial Security

Five of the brightest young minds in financial services were awarded the 2018 Millennial Financial Services Professional Award by The American College of Financial Services....

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Wealth Management

6 Cognitive Biases in Behavioral Finance

When clients make undesirable financial or investment choices, it is often the result of biases and heuristics. Cognitive bias occurs when drawing incorrect conclusions, based...

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News, The College

Alumnus Honored With John Newton Russell Memorial Award

Reginald N. Rabjohns, CLU®, ChFC®, alumnus, benefactor, and friend of The American College of Financial Services, is the 77th annual recipient of the John Newton Russell...

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Financial Planning, Insurance

8 Tips for New Life Insurance Agents

The competitive landscape for life insurance is prevalent and advisors need to seek out ways to differentiate their professional offerings. 

In a previous blog post, adjunct...

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Wealth Management

The Reasons Behind Investor Behavior and Risk-Averse Clients

Investors tend to be reactive and risk averse when it comes to investing in stocks. And for good reason – when your money is on the line – you’re bound to feel like it’s a...

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Wealth Management

Two Decision Making Systems

The change in attitude between planning and reality is similar to what happens when you set an alarm clock. You decide the most reasonable time to wake up the night before....

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Financial Planning, Insurance

5 Ways CLU® Designees Give Their Clients Peace of Mind

Life insurance planning includes determining how much and what type of insurance is needed. Financial planners must understand the client’s goals or objectives and priorities....

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Insurance

Millennials Don’t Think They Need Insurance: How the CLU® Helps You Sell To Them

Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their...

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Financial Planning

What You Should be Asking Life Insurance Clients

As a life insurance agent, it’s important to look at the client’s situation to determine why they would need life insurance as part of any financial planning engagement or...

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