Financial Advisors Help With Medicare?
Open enrollment for Medicare begins on October 15th, and healthcare is on everyone’s mind. For your clients turning 65, they …
Dear stress, Let’s break up…
We are constantly facing inflation worries, economic concerns, and more. Research has found that the human brain is uniquely vulnerable …
Getting it wrong? [Opportunity Cost or Opportunity Lost]
How much opportunity cost can your client afford to lose before they are in trouble? Let’s discuss Economists use the …
Inflation Worries?
How worried should your clients be about inflation? Consider this. For years the core inflation rate has not varied while …
Record Low Rates = Free Money?
That seems likely since home values have soared during the pandemic and at the end of 2020, an estimated 46 …
Pay Off the Mortgage or Save for Retirement?
Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and …
Compounding vs. Speculation Rates of Return
A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice …
One of the most Misunderstood Items in your Product Line
One of the most misunderstood items in your product line is Permanent Life Insurance. How do you introduce and explain …