financial professional

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Planning for Children: GoFundMe or Life Insurance?

As financial professionals take on new challenges with a generational shift in the overall economy, it is vital that they look past the two people sitting in front of them and look down the line to the children as well. Often advisors get caught up in what the client needs in the moment and leaves it there, but very few take it further to ensure that the people they are trying to protect from financial hardship after losing a loved one are equally insured.


QLACs Offer New Retirement Strategies

People are living longer than ever before, but the insurance industry has compensated for this change by creating financial flexibility through qualified longevity annuity contracts (QLACs). Because your clients can anticipate living into their 70s, 80s and even 90s, their retirement financial strategies must take into account the need to spread income out over a number of decades once they’re no longer working.


Boost Your LinkedIn Presence with the Site’s Super Users

Financial services professionals who continue to ignore the potential of social selling are doing themselves a disservice. Data from Campaigner’s latest marketing trends survey showed that marketing professionals cite social media as the second-best driver of return on investment.


Building Relationships Through Social Media

In short, the days of traditional marketing efforts for wealth planning professionals are over. Now is the time to build business relationships through social media.


Don’t Let Email Marketing Fall by the Wayside

There’s no denying that social media has changed the game for how financial professionals can engage with potential clients. Platforms like Facebook, Twitter and LinkedIn have made it easier than ever to get people talking about important financial planning issues, from wealth transfer to long term care.


Help Your Clients Save on Estate Planning

There’s no shortage of factors to consider when it comes to estate planning. Family relationships, last wishes, wealth transfer – your clients will have their hands full. However, in addition to helping them wade through the often complex process of estate planning, they’ll also be looking to you for one more service: reducing costs.


Better Insurance Marketing Through Personalization

Forming a bond with clients is important across a number of industries, but perhaps none more so than insurance. Producers are responsible for providing not just a valuable service to clients, but a roadmap for their futures.