Blog

by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance ...

The Personal Economic Model® offers almost unlimited conversations for you to use to communicate with your prospects and clients visually.  ...

When working with clients, you need to make sure they are saving enough to live in the future like they ...

Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you ...

Deciding, in advance, what happens to you, your loved ones, and your assets when you are not able to decide ...

Remember, Life Insurance is a love product. And it’s the only product that can guarantee that what you want to ...

We can learn a lot about becoming our clients’ Trusted Financial Expert from the book, “The Trusted Advisor” by David ...

Thanksgiving is a great time to let your clients know you appreciate them.  To help our members say thanks to ...