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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. You can keep up with Taylor on LinkedIn and Twitter. Lazetta Braxton.

Financial Advisor 116
Financial Advisor CFP Financial Services Education 116
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How to CRACK the secret costs in an insurance illustration

Sara Grillo

JUNE 12, 2023

BARRY FLAGG OR STEVEN ZEIGER: All forms of insurance in last guarantee, so for instance, a whole life policy as a guaranteed premium, but the number of payments that are required are more often than not guaranteed, so while the maximum of the insurance company can charge per year is guaranteed. So ethically, I think it applies everywhere.

Insurance 59
Insurance Clients Financial Advisor Math 59
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