January 2012
10 posts
Financial Planning for Unmarried Domestic Partners →
firemensgrapevine:
Courtesy of Jodie Cohen, Financial Advisor, Morgan Stanley Smith Barney
How times have changed. Less than 22% of American households are composed of married couples with dependent children, according to the latest U.S. Census. That number has dropped significantly: In 1970, 40% of households fit…
7 tags
Medicaid planning: Should your advice be best for...
By Roccy Defrancesco
Because the federal and most state governments are broke, is it unethical, immoral or flat out wrong to give proper Medicaid planning advice to clients so they can preserve their assets for other family members and receive financial assistance from the government? In short, not only is it not unethical, immoral or wrong, an attorney is mandated by his/her ethical code to...
5 ways LinkedIn can drive your business →
Are you unsure where LinkedIn will fit in your business development plans? Do you believe it is just a resume posting and job search tool? Can LinkedIn make an impact on your personal or professional bottom line?
6 tags
5 ways to improve your insurance website in 2012 →
Curation Nation: Aggregators: Business and... →
socialjournalism:
- Jennifer Jenkins Morning Money is often the first bit of business news I read every day. Part of Politico’s fame is due to Mike Allen’s morning political tip sheet, Playbook, but the Morning Money tip sheet also delivers. Curated by Ben White, it offers one paragraph on each of the stories…
2 tags
A universal life insurance policy gone wrong →
This is a real life example of a case we worked at my company and illustrates the devastating effects of not reviewing your life insurance policy, and especially any universal life policy. The names have been changed to protect privacy.
AAA Insurance - Leanna Osborn: How Smartphones can... →
osbornaaains:
Smartphones aren’t just tools to play Angry Birds, log into your Facebook account and update your friends on your location; they are tools that can help you manage some of your insurance policies more effectively.
View Your Account
Worried that you forgot your last payment? Need to…
6 tags
The Trust Project →
As financial advisors, you are able to help many Americans plan for a secure retirement. But in order to successfully advise your clients, you first need to earn their trust. Clients report that honesty and trust are the most important traits they look for in financial advisors, and yet nearly half of investors say their trust in financial services declined in the past year. The financial...
