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Connecting With Your Female Clients
Not sure how to talk to women about finances…just start! The questions you are asking your male clients can be easily translated to any conversation you are having with women. Simple right? However, the reality is that in our male-dominated industry there is a disconnect on how to communicate effectively with female clients. The foundation […]
This Is My Story: Tema Banner
A typical fourteen year old, I paid little attention to the lives of my parents. I was wrapped up in friendships with girls and budding desires for something more than friendship with boys. My attention barely reached the end of my own nose. An argument with my mother brought the reality of life into sparkling […]
The Emotional Response to Long-Term Care Planning
Lincoln Financial Group recently conducted a Long-Term Care planning market survey report to assess the emotional response related to caregiving. Here’s a look at the survey team’s key findings: People want to help their family members in need of care, but also recognize the associated challenges and sacrifices. 44% said they would feel overwhelmed if […]
Uncover Planning Gaps with Beneficiary Reviews
When most people hear the words beneficiary review, the obvious thoughts run through their minds: Did I remember to add my youngest child as beneficiary to my insurance policy? I just got divorced and need to remove my spouse as beneficiary. I need to add my new grandchild as a contingent beneficiary. Of course there […]
Solving Two Cornerstones of Retirement Planning
We’ve all heard that retirees are living longer. We’ve also heard that a retiree’s biggest fear is running out of money. Even if we weren’t living longer as a populace, the need for income in retirement would remain. To state the obvious, if you’re retired, no one is paying you anymore. Except maybe Uncle Sam […]
