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…

Mom and Dad are aging – what now?

May 22, 2017

Do your clients avoid The Family Meeting or discussing contingency plans because they just don’t want to think about it? After being a social worker…

When the “What If” Actually Happens

May 8, 2017

Are you frustrated by the “invincibles” who don’t understand the importance of income protection? Share Rosemarie Rossetti’s incredible story of how her life changed in…

What if you couldn’t go to work tomorrow?

May 1, 2017

As a special DIAM feature, we’ve invited Corey Anderson “The DI Geek” back to dig deeper into DI and how it really works. He and…

What if you couldn’t go to work tomorrow?

May is Disability Insurance Awareness Month, so as a special treat we’ve brought on a dynamic duo to help you get the message across. “The…

Where Investing Meets Philanthropy

April 24, 2017

Are your clients afraid of international investments? Gloria Nelund, Co-Founder of TriLinc Global, explains how developing economies around the world provide both investment and philanthropic…

Prepare for the Unknown: How Taxes Affect Retirement

April 17, 2017

Of all the risks in retirement, the tax risk is one of the least understood. Share this fantastic Ed Slott episode so one of the…

10 Common Mistakes When Naming Powers of Attorney

April 10, 2017

In addition to the threat of robo-advisors and cheap online services, there’s cheap and easy online legal documents as well! On this episode of Real…

How Good Credit Saves You Money

April 3, 2017

Your clients & prospects love getting good-to-know tips from you in addition to your products and services, so show them you care about their overall…