Monthly Archives: March 2021

Maximize Your Clients’ Retirement Income

Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® We’ve been talking the last several weeks about tax-deferred vehicles like annuities including protected income. You’ve also learned how to turn tax-deferred into tax-free when it comes to planning for long-term care. Today, I’m going to bring it all together. It can seem like you’re being pulled in two […]

Tip of the Week

Financial Gerontology: Lessons—Past, Present, and Future With the effects of the COVID-19 pandemic, and socioeconomic and political change continuing to reverberate, reflecting on the past and the future has become a frequent thought exercise. Such self-reflection can lead to new sensibility and insights about where we have come from, where we want to go, and […]

Turning Prospects into Clients

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  It’s all about constant communication. Your prospects need to hear from you, often, to understand your value and trust you with their future. A constant, consistent message is essential. But it’s also a tall order. After all, you’re a financial advisor, not a full-time marketer. Most of us […]