5 Estate Planning Mistakes and How to Avoid Them

As a financial planner, you’ve undoubtedly seen every kind of mistake there is to be made with estate plans. From providing control to the wrong person to neglecting to write one altogether, you know that these missteps can have far-reaching consequences for your clients and their loved ones.

Financial Situations Among the Generations: Baby Boomers

Baby boomers, Generation X and Generation Y didn’t just grow up in different time periods. In many ways, they grew up in completely different countries. As such, the Great Recession had a unique effect on each generation. Baby boomers, who were born between 1949 and 1964, often found themselves needing to retire earlier because of a sagging job market, though plummeting property values and financial instability meant many were not as well off as they may have hoped.

How Should Financial Professionals Approach Gen X?

As the economy continues to recover from the Great Recession, it seems that no generation made it through without various financial woes. But there are trends that have become apparent which have since been tracked and studied by LIMRA.

Why High Net Worth Individuals Still Need Wealth Planning

Most of your clients have worked hard to amass their wealth.

Creating a Financial Plan with Baby Boomers

The U.S. is currently faced with the largest generation in its history to reach retirement. And while the baby boomers broke records due to the massive population spike, that doesn’t mean the should reinvent the age to retire.

Twitter for Producers: Learn the Basic Commands

It’s likely that a person with your sales experience has figured out face-to-face networking events, but when it comes to digital networking, you may feel a bit lost. Communicating in the digital space is essential to 21st century networking and key to expanding your financial practice. You know your competitors are on Twitter and you can’t shake the notion that you should be too.

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