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Weekend Reading For Financial Planners (June 10-11)

Nerd's Eye View

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

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Lou Glutz Wants To Sell You An Annuity!

Random Roger's Retirement Planning

I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities. My standard preamble when talking about annuities is that I am not licensed to sell annuities. I had my insurance license ages ago for one job but never sold an insurance product.

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10 Wednesday AM Reads

The Big Picture

In the first of three special articles we explain how they work. At the same time, however, the study also shines a spotlight on just how powerful AI is, how disruptive it might be, and suggests that this new, astonishing technology could have economic effects that change the shape of income inequality going forward. (

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The Corporate Transparency Act: What You Need to Know

Carson Wealth

box) State of formation Tax identification number (those businesses without one will need to obtain a unique identification number) Copy of an identifying document such as Articles of Incorporation or Organization For each beneficial owner: Full legal name Date of birth Home address (no P.O.

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How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?

Calculated Risk

The limit is updated annually, and is adjusted using the FHFA’s quarterly national, seasonally adjusted, expanded-data index: Expanded-Data Indexes (Estimated using Enterprise, FHA, and Real Property County Recorder Data Licensed from DataQuick for sales below the annual loan limit ceiling). There is much more in the article.

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Building rapport remotely

Million Dollar Round Table (MDRT)

Now, because of the opportunities that Zoom provides, she has licenses and clients in 12 states. This was excerpted from the March/April 2023 Round the Table magazine article, “ Building rapport remotely.” ” You can read more ideas from MDRT members in the article.

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How To Start A Cleaning Business In 15 Simple Steps

Clever Girl Finance

Obtain a business license 7. Do I need a license to clean houses? Articles related to starting a business Start a cleaning business and become your own boss today! Obtain a business license In addition to registering your business, you may also need to get a business license to legally found your cleaning company.

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