7 Facts for Funding College with IUL

IUL for funding college? If you have a client in the market for life insurance, they may be surprised that it may help them save for a child’s — or grandchild’s — college education. Obviously, life insurance is first and foremost purchased

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The XX Factor: 7 Tips to Future-Proof Your Practice

More women than men associate negative emotions with financial planning and say they are less confident about managing money according to one study. Shift this trend by taking steps to better engage female clients and build a relationship based on trust

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Sequence of Returns Promotional Video

The Sequence of Returns Conversation

Negative sequence of return risk is one of the biggest risks to the predictability and sustainability of your client’s retirement income plan. As most clients have benefitted greatly from the long bull market run of the past decade and begin to transition

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