The series continues with the discussion of the privacy and security of owning cryptocurrency.

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.

 Ready or Not, Electronic Wills Have Arrived! It is important to note that electronic will laws do not eliminate current law regarding will execution or notary standards.  Instead, they simply add another tool in a financial institution’s toolbox to help facilitate estate planning locally and globally.  In addition to easier access for most Americans who […]

No one likes making cold calls. It’s time-consuming and takes you away from what you do best. In this webinar, we’ll discuss concrete ways you can tap into cutting-edge marketing and sales tactics to bring qualified prospects to you.

We just had a great FSP Institute in Coronado CA in February. Please save the date for next year in Sanibel… FSP Institute 2021 Jan. 31-Feb. 3, 2021 – Sanibel Harbour Marriott Resort and Spa in Ft. Myers, Florida.

We keep hearing about living in “unprecedented times.” It’s become a catch phrase overnight as we adjust to a new environment. But it’s an accurate statement. It’s a challenge to stay connected from your home. And right now it’s more important than ever. Learn More: How Are Your Clients Measuring You? https://www.ashbrokerage.com/blog/annuities/how-are-your-clients-measuring-you/ Source: Ash Brokerage

With so many unanswered questions, how will you protect your clients’ assets? https://www.wealthmanagement.com/high-net-worth/early-lessons-coronavirus-and-wealth-protection