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Financial Planning

The Five Financial Fraud Languages to Listen For

Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from...

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Financial Planning, Insurance

The Importance of End-of-Life Planning

For advisors who provide insurance and risk management to individuals and families, a growing area of interest is end-of-life planning. This topic has garnered public attention...

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Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

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Financial Planning, The College

The Value of Designations: The Client's Perspective

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

A 2018 study, The...

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Financial Planning, Philanthropy

How to Become a Philanthropic Business Leader for your Community

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...

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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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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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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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Financial Planning

Roadmap to College Planning for Advisors

In today’s changing world of finances, advisors are expected to change with it.

Clients are seeking out financial planners who can provide financial guidance in all aspects of...

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