Advisors

Advisors

Advisors

Advisor Spotlight: Brandon B. Des Moines. Iowa

A Shurwest Advisor Spotlight interview with Brandon B. in Des Moines, Iowa. Brandon uses his Medicare expertise to meet new clients.   ...
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Advisors

Get Clients Started Early with Strategies to Save and Pay for College Tuition

Paying for college and saving for retirement don’t have to be mutually exclusive. To pay for my child’s college education or keep saving for retirement? For some of ...
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Advisors

Shurwest Advisor Spotlight:  Neil Roback, Shurwest advisor practicing in Alpharetta, Georgia.

Neil says: “If one were to ask me to summarize my investment strategy, the answer would be “to maximize growth potential with minimum or no risk in order ...
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Advisors

Shurwest Advisor Spotlight: Mike C., Chicago, IL.

  Mike C. has more than two decades of financial and estate planning experience, having served hundreds of clients in several states. He specializes in working with seniors ...
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Advisors

What Does Your Brand Say About You?

Aligning who you are, with your mission, identity and values can form the foundation of brand recognition. How does your firm think about itself and how does it ...
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Advisors Featured

Health-related tax planning mistake most baby boomers make: Tax Strategy Scan

65% of baby boomers are making a huge financial mistake that could leave them broke Sixty-five percent of baby boomers have not prepared for their medical expenses in ...
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Advisors

Advisors Embracing Technology, Yet Integrating Systems, Workflow Among the Challenges

  The explosion of fintech solutions and support tools for financial advisors in recent years, along with clients’ hunger for an online, tech-integrated experience, are contributing to a ...
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Advisors

Three Ways To Use Indexed Universal Life As A Way To Connect With Clients In 2018

If you’re looking to increase client engagement in 2018, you may want to consider indexed universal life (IUL). Here are three ways to discuss IUL as a tax-efficient ...
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Advisors Contributors

FAQs Regarding Retirement Planning Part 2

Jeremy Kisner   Surevest Wealth Management    Read more at the Weekly Insight Blog:  http://svwealth.com/blog/category/weekly-insight/ This week we continue our list of most frequently asked retirement planning questions. Check out ...
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Advisors

Pyschology of Retirement Income Satisfaction

Recent research on the psychology of spending reveals a new perspective in the psychology of retirement income satisfaction. Renowned retirement planning researcher Dr. Michael Finke, CFP®, Chief Academic ...
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