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This article appeared in the January 2020 Journal of Financial Service Professionals.

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By clicking “Buy Now” you will be redirected to ALI CLE to complete your purchase.

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This article appeared in the May 2020 Journal of Financial Service Professionals. 

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This article appeared in the September 2018 Journal of Financial Service Professionals. 

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By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

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By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

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Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only [...]

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By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

$1,300.00

By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.

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Financial advisors have clients who are saving for college, but has the family discussed with their student what their family philosophy is for paying for school? Do the parents even know? In other words, who has “skin in the game” and how do they define “skin?” This presentation is designed to help advisors understand all [...]

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