Mike McGlothlin, ChFC®, CLU®, CFP® You want to grow your business, but you’re not sure where to start. For many, it can be hard to focus in on a course of action. And, once an action has been set in motion, even harder to have the endurance to see it through. Does any of this […]
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA On April 9, 2020, New Jersey Governor Phil Murphy signed an executive order which extends grace periods during which certain insurance companies, including health, life and property, and casualty insurance carriers, will be unable to cancel policies for nonpayment of premiums. Governor Murphy issued […]
By Ken Nopar, Senior Philanthropic Advisor When markets drop significantly or when businesses are not as profitable, the charities that wealthy families and business owners support are adversely impacted. Because many donors are passionate about the causes and nonprofit organizations they support, the last thing they want to do is to send a much smaller […]
The Impact of Mortgage Term Selection on the Home Buyer’s Future Net Worth In the current real estate finance mortgage environment, the selection of the 15-year term mortgage compared to the 30-year mortgage may be a wise financial decision for many homebuyers and real estate investors. Considering that the selection of a 15-year term mortgage […]
By Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS AIF, RICP, CPFA, Richard L. Engebretson, CPA (inactive) and Cary W. Parker IN BRIEFThe use of technology continues to increase. In the financial service industry alone, electronic applications and signatures, robo-advisors, and client management systems are all becoming more prevalent, and blockchain will soon follow. CPAs must embrace technology and […]
Elyse Archer, Personal Brand Strategist PS. If you are ready to build your personal brand, increase your influence and grow your income click the link below to schedule a FREE personal brand strategy call with my team here: https://www.freebrandcall.com/fsp.
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA I’ve been getting questions on who is responsible for providing the following notice from the New York Department of Financial Services. Is it the carrier or the producer? It is the understanding that the insurance producer must send notice to their clients. However, if […]
Advice for the New Planner. Understanding Business Protection Needs For nearly any business that is financially viable enough to continue following the death of one or more key employees, key-person life insurance is an essential need. New advisors can start this conversation with the business owner by simply asking about the nature of the business, […]
Bit by Bit: What is Cryptocurrency? by goCast Robert Kirkland describes when and by whom cryptocurrency was created. Robert Kirkland discusses the planning and administration of cryptocurrency.