Blog

News and insights to help you be a Trusted Financial Expert.

Do You Have Balance in Your Financial Ecosystem?

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

Whose retirement are you planning: yours or the government’s?

Discover how tax-deferred investments truly impact your financial planning — ask yourself, whose retirement are you planning: yours or the ...
Read post →

Win Lose or Tie

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

What do you want your future lifestyle to be like?

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

The Check Story to Explain Qualified Plans

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

Your Final Love Letter

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

Greatest Love Product Created by Man

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

10 Behaviors of a Trusted Advisor

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