10 Dangerous Misconceptions about Wills and Trusts

July 31, 2017

Are your clients having a hard time distinguishing the difference between wills and trusts? Help clear up potentially dangerous assumptions and misconceptions by sharing this…

Planning for the Unexpected

July 24, 2017

You know how they say Doctors make the worst Patients? Even the best Financial Professionals can have a blind spot when it comes to their…

52 reasons you have less money than you could

July 17, 2017

Wouldn’t it be amazing if Rao Garuda – who prospects with billionaires – was right next to you as you try to explain tax effects…

Reflect. Regroup. Relaunch.

July 10, 2017

David Cooks lost his ability to walk when he was only 15 years old. He believes that “we all need help and we all need…

Man on a Mission: Innovation and Insurance

July 3, 2017

Are your clients frustrated by the ever-changing insurance industry? You do your best to stay up-to-date, but how can you update everyone all the time?…

Planning for the Unexpected

July 1, 2017

You know how they say Doctors make the worst Patients? Even the best Financial Professionals can have a blind spot when it comes to their…

Aging and Denial: Where will you end up?

June 26, 2017

We all know that long-term care planning is one of the hardest conversations to have with clients, but without your help, many seniors end up…

Don’t Worry, Retire Happy!

June 19, 2017

Who better to explain how Life Insurance works as part of a Retirement Plan than America’s favorite finance author and TV celebrity, Tom Hegna! He…

Unmasking the Sequence of Returns Risk

June 12, 2017

The American College came out with the list of the top 18 risks in retirement, and of the 18, the least understood is the Sequence…

Marriage, Money, and Managing Life

June 5, 2017

As a business person, you know how hard it is to juggle your personal and professional lives. That’s why we invited Advisor Coach Kelly Clements…

Don’t Worry, Retire Happy!

June 1, 2017

Who better to explain how Life Insurance works as part of a Retirement Plan than America’s favorite finance author and TV celebrity, Tom Hegna! He…

Remembering 9/11 and the Value of Life

May 29, 2017

In honor of Memorial Day, our special guest is Kenneth Feinberg, Commissioner of The 9/11 Compensation Fund. In a time when so many people are…