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Holly Hanson
LGBT and modern families: What advisors need to know
Article posted by Holly Hanson
In the following article, you will see a high-level overview of the most common questions that come up in dealings with non-traditional clients, as well as brief answers to get you started.

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Combo Products »

kstartt
Dave Ramsey's debunking debacle on retirement income
Article posted by Kevin Startt
Quite candidly, I agree with about 90 percent of what Dave has to say in his many books and through Financial Peace University. He has helped my family and many of my client’s family’s as well, but I have a couple more bones to pick, in addition to what other advisors have said, that I believe are legitimate.

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Life products »

Nick Paleveda MBA J.D. LL.M
The top 5 life insurance plans every insurance agent must know
Article posted by Nicholas Paleveda MBA J.D. LL.M
​This year I will be speaking in New Orleans on October 3-5th at the NAIFA Annual Conference on the top five life insurance plans every insurance agent must know. Last year, there were 1,700 producers at the Conference. Without giving away the farm, here are the topics:

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Estate Planning »

Julius Giarmarco
Trust protectors
Article posted by Julius Giarmarco
The problem with a long-term trust is that it is not possible for the grantor to anticipate future changes in the law and/or the family’s circumstances. One way to allow the trust to be more flexible (and to adapt to factual and legal changes) is to appoint a trust protector.

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Life Settlements »

James Katzaman
It’s academic: Families want financial help for college
Article posted by Jim Katzaman
Pursuing college and higher education is still a dream for many American families. The number of families who need the planning and resources that a knowledgeable advisor can provide has never been higher. The more time you take to equip yourself to help more families, the closer you are to achieving your own entrepreneurial goals.

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