Given that you’re a Financial Professional, your clients expect that you’ll be there for their life insurance, health care, and long-term care needs, but this…

If someone’s well-being is compromising their energy and motivation are elsewhere, their financial affairs may suffer as a result. This episode with Coach and Mentor…

If you show your clients’ kids that you care about their wealth now, you’ll become an instant referral source by their families. This week’s show…

If someone’s well-being is compromising their energy and motivation are elsewhere, their financial affairs may suffer as a result. This episode with Coach and Mentor…

The parents transfer the wealth to their children, the children don’t know how to appropriately handle the wealth, the children spend all the money and…

Are you ever frustrated that your clients don’t adequately plan for their social security needs because they’re so scared of it running out that they…

So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…

A financial, educational course called PEM Life is sweeping the nation. It teaches basic financial fundamental principles and helps teach people how to create a…

When you meet with your clients, do you always have both spouses in the room, or do they sometimes settle for one? Author and Financial…

So many people share the “it’s not going to happen to me” mentality or assume that Medicare will cover their long-term care needs, but even…

There are two major risks people face when retirement planning, and that is longevity risk and the tax rate risk, and with tax rates set…

The National College Savings Foundation recently conducted a study that showed how Covid has changed the way people view, plan, and prepare for college. Vivian…