Imagine you’re at a networking event or a casual coffee meeting and someone asks: “So, what do you do?” If you’re in the financial world, […]
The Napkin Strategy: How to Talk About Financial Efficiency in 45 Seconds Read post →
One of the most common questions in retirement planning is: Should I contribute to a traditional (pre-tax) IRA or a Roth (tax-free) IRA? The answer?
Pre-Tax vs. Tax-Free: Which Is Better? Read post →
What if the way you think about money—your mortgage, your qualified plan, or even how you save—is based on something that just isn’t true? Here’s
The One Question Every Financial Professional Should Be Asking Read post →
Inside the Circle of Wealth® system is an invaluable tool for demonstrating a prospect’s current financial situation and planning for retirement – the Personal Economic
Explaining the Personal Economic Model® to Prospective Clients Read post →
Curious about how policy loans really work? This quick three-minute discussion could provide valuable insights for you, your clients, and prospects! Watch Starr Barnum, an
Understanding Policy Loans 101 Read post →
