Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage, discusses the benefits of using a broker general agent for advisors and clients.
Grant Hicks, CIM is President of Advisor Practice Management Meeting strangers online during the pandemic is difficult to build trust. Working with existing family members who already work with you and trust you is easier than meeting cold prospects, or online marketing. Spend more time with your ideal clients and find out about their families. […]
Consumer Directed Health Plans Although consumer-directed health plans (CDHPs) (also called high-deductible health plans) have affected health care utilization, they have had limited success in altering enrollees’ behavior as consumers. By design, CDHPs lower cost by shifting some of the financial burden of health care costs to enrollees. The goal is to give enrollees the […]
Anthony Bartlett, ChFC, CASL, AEP, RICP One thing in life that is certain is that change is inevitable. It’s essential to be prepared to handle whatever challenges arise. Being adaptable goes a long way toward addressing change and helps face life’s adversities no matter how serious they are. Being able to adapt is key to […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® Welcome to 2021. We made it! And most of us are cautiously optimistic about what the new year will bring. But as we hope for things to get better, we’re still dealing with the spread of COVID, low-interest rates and a volatile political climate. If we learned anything […]
From Flower Children to Senior Citizens: Is the Bloom Off the Boomers? There are essentially two separate cohorts within the boomer cohort, each with different needs. The younger boomers are either about to retire or are just in retirement. They are looking forward to or are enjoying the newly found freedom from the daily grind, […]
Jim Aussem, JD, AEP, a shareholder at Cavitch Familo & Durkin, joins host David Maola to discuss leadership, motivating employees, and the future of business.
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, […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® We’ve all heard how hard 2020 has been. Actually, we’ve all lived it. So, we know it was a hard year. I’ve also heard advisors say that 2020 took a lot away from their business. And I disagree with that. Instead, I would say that 2020 changed things. […]
From Flower Children to Senior Citizens: Is the Bloom Off the Boomers? There are essentially two separate cohorts within the boomer cohort, each with different needs. The younger boomers are either about to retire or are just in retirement. They are looking forward to or are enjoying the newly found freedom from the daily grind, […]