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Christopher P. Hill, RFC
Want to Make Sure Kids Can Attend College?
Article posted by Christopher P. Hill
For decades now, financial professionals and families have focused on utilizing the 529 College Savings Plan (529 Plan) as the most preferred and popular way to save for college. Although each state’s 529 Plan varies with regards to the investments options, in my home state of Virginia, the mutual fund investment family of choice is American Funds.

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Life products »

kstartt
Can You Afford Not to See a 2017 Tax Free Legacy?
Article posted by Kevin Startt
Since interest rates are so low, the benefits of establishing some of these trusts will do down as rates go up so take advantage of this as soon as possible, especially if you think capital gain tax rates or interest rates will go up.

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Estate Planning »

Curtis Hawks
Overcoming 5 common life insurance objections
Article posted by Curtis Hawks MBA
We all know life insurance is an important tool for a financial plan, but what do you do when a client or prospect rejects the policy?

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Life Settlements »

Warren Hersch
Life insurance policy reviews: 6 key questions explored
Article posted by Warren Hersch
Too often agents and advisors overlook critical questions in a life insurance policy review that can result in a poor product recommendation.

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Combo Products »

AskLLOYD!
Helping prospects buy life insurance
Article posted by Lloyd Lofton
Specific examples of how advisors and insurance agents can make sure their clients and their clients' loved ones are covered in case the unthinkable happens.

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