Retirement

Knock Out 3 Retirement Income Hurdles of Female Investors

Retirement can be challenging for any individual, but women face issues that their male counterparts typically don’t. Women historically live longer, earn less, and take on the burden of...

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Financial Planning

Helping the "Sandwich Generation" Plan for Two Retirements

Americans are living longer than in past centuries. A 2010 study conducted by the Stanford Center on Longevity found that the number of Americans age 65 and over will double over the next 30 years...

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Financial Planning

Exceed Your Clients' Expectations as a Chartered Financial Consultant®

Successful financial advisors have mastered the fine art of balancing unique expectations across a diverse client base.  The larger your client portfolio, the more personalities and...

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Financial Planning

Overcome Robo-advisors with the ChFC® and RICP®

While 2008 will forever be remembered as the start of a terrifying financial downturn, it also marked the introduction of robo-advisors to the financial market. Growing in popularity, especially...

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Insurance

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

The millennial generation generally disregards the need for life insurance and is typically happy to avoid the topic altogether. A survey by Life Happens and LIMRA revealed: "29 percent of...

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Financial Planning

Embracing Heir, Millennial and Robo-advisor Opportunities with a ChFC®

Investors want a leader, but not the stereotypical kind, reports Money magazine. Citing a 2014 study by the Financial Planning Association, almost 90% of clients want their financial planners to...

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Insurance

4 Ways Insurance Agents Who Have a Financial Designation Excel and Grow

If the competitive landscape wasn’t already rampant among insurance agents, robots have also started providing insurance advice. In 2016, the Buyonic Insurance Agency opened the first robot-run...

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Retirement

Retirement Planning for Longer Life Expectancy

Baby boomers are living longer than previous generations. Data from article to article confirms this fact but questions the long-term quality of life of the aging population related to health and...

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Retirement

4 Ways to Convince Retirees They Need a Professional Financial Advisor

Many Americans are not financially prepared for retirement. According to the Report on the Economic Well-Being of U.S. Households in 2013 published by the Board of Governors of the Federal Reserve...

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