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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Contributors
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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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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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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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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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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If you think cars depreciate quickly, you may be shocked by the resale prices on timeshares. The first mistake people make is thinking their timeshare is an investment. ...
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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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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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There is a lot of buzz about the word “fiduciary” right now, but the trouble is, there is also a lot of confusion. Some advisors who claim to ...
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