Good Financial Cents

JANUARY 18, 2023

The life insurance industry offers some of the country’s top careers and highest-paying jobs. From agents to underwriters, plenty of career paths can lead you to a lucrative position in the life insurance field. Table of Contents 10 Highest Paying Jobs in Life Insurance. Life Insurance Actuary. Insurance Manager.

Insurance 89

Insurance Consulting Commission Management 89

NAIFA Advisor Today

AUGUST 11, 2022

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window. Robert Edgin, LACP , (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO.

Certification 98

Certification Insurance Financial Advisor 98

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. This allowed the Federal Reserve to leave interest rates low.

Retirement 98

Retirement Clients Certification Taxes 98

Sara Grillo

OCTOBER 21, 2022

There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. What designations does a paraplanner usually have?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

MarketWatch

MARCH 13, 2023

“According to the FDIC [Federal Deposit Insurance Corporation], all insured depositors will have full access to their insured deposits no later than Monday, March 13, 2023,” the company said in a statement. Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.”

Accounting 74

Accounting Certification Insurance Banking 74

NAIFA Advisor Today

JANUARY 18, 2023

Bryon Holz is the President of NAIFA, providing investments and insurance to successful individuals and business owners throughout the Southeast with Bryon Holz and Associates, which he oversees as President and Registered Principal. Bryon is a graduate and Presidential Scholar from the University of Tampa.

Media 52

Media Certification Financial Consultant Consulting 52

MazumaBusinessAccounting

MAY 31, 2022

Keep the following documents for one to three years: Paystubs Bank records Insurance policies Investment statements Mortgage statements Receipts for charitable contributors All business-related documents. Some documentation has no expiration date, such as birth certificates and social security cards. for insurance purposes.

Certification 98

Certification Taxes Medical Electronics 98

MarketWatch

MARCH 10, 2023

Silicon Valley Bank has been closed by the California Department of Financial Protection and Innovation, and the Federal Deposit Insurance Corporation (FDIC) has been appointed receiver, becoming the first FDIC-backed institution to fail this year. The bank had 13 branches in California and Massachusetts, which will reopen on Monday.

Banking 76

Banking Certification Insurance Accounting 76

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. The Financial Education Certification Series XVIII course offered by NISM is a text-based self-study course that contains 12 modules.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Carson Wealth

JULY 12, 2022

So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Professional Certifications for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 207

Education CFP Certification License 207

Integrity Financial Planning

MARCH 19, 2023

As a result, and due to the fact that, like many large bank accounts, most of SVB’s funds were not covered by the FDIC (Federal Deposit Insurance Corporation), other venture capital firms and tech companies panicked, yanking their funds due to the stock loss. By the next day, Friday, Silicon Valley Bank announced its insolvency.

Insurance 97

Insurance Insurance Coverage Banking Accounting 97

NAIFA Advisor Today

SEPTEMBER 9, 2022

NAIFA-Los Angeles members have worked with local and state elected representatives to get official recognition of September as Life Insurance Awareness Month (LIAM). The City of Los Angeles, County of Los Angeles, and California State Senate have all issued resolutions or certificates recognizing NAIFA and LIAM.

Certification 52

Certification Insurance 52

International College of Financial Planning

DECEMBER 23, 2023

Key regulators in the Indian financial system include the Reserve Bank of India (RBI), the Securities and Exchange Board of India (SEBI), the Insurance Regulatory and Development Authority (IRDA), the Pension Funds Regulatory and Development Authority (PFRDA), and the Ministry of Corporate Affairs (MCA).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JANUARY 15, 2024

Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. The Importance of Financial Advisory Certifications In the field of finance, certifications like CFP® hold a lot of significance.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

Good Financial Cents

JULY 19, 2023

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. According to the Federal Deposit Insurance Corporation (FDIC) , national average CD rates range from 0.15% to 1.21% depending on the CD term, as of writing. Check for CD fees.

Banking 62

Banking Certification Accounting Advertising 62

Your Richest Life

OCTOBER 1, 2022

Have the Appropriate Insurance. Homeowners insurance covers many disasters, but it doesn’t always cover everything. Make sure you know what your insurance policy covers, as well as what it doesn’t. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood.

Food 104

Food Insurance Certification Fee Only 104

Clever Girl Finance

NOVEMBER 20, 2023

Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary. You’ll need a death certificate for most of these tasks, so starting there is a good idea. Make life insurance claims where appropriate.

Certification 83

Certification Accounting Insurance Planning 83

MainStreet Financial Planning

JUNE 13, 2023

You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get a social security number for your child.

Insurance Coverage 92

Insurance Coverage Healthcare Budgeting Estate Planning 92

Nerd's Eye View

SEPTEMBER 26, 2022

In fact, even a relatively modest shift to a higher-trust environment (which may be achieved by enacting higher standards) that just partially reduces the incredibly high client acquisition costs of financial advisors could more than offset the entire cost of fiduciary liability insurance from those higher standards!

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

Pacifica Wealth

FEBRUARY 20, 2022

It’s not enough to dream big, save, invest , and have insurance. The total financial loss to my family (after insurance proceeds) was minimal, but the emotional loss was great. A check from your insurance company can’t replace sentimental items. product safety and certification.” Stock and Bond Certificates.

Assets 52

Assets Certification Insurance Banking 52

International College of Financial Planning

APRIL 20, 2022

This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network. Education and Certifications for Becoming a Financial Planner Are you interested in becoming a financial planner?

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

Insuring operational costs. This is where our planning incorporates an “insurance layer.” This layer of investment — generally filled with guaranteed interest certificates (GICs) — ensures that we always have cash for those big expenses whenever they happen, regardless of the state of the building or the tenants.

Retirement 82

Retirement Clients Investing Investments 82

Clever Girl Finance

AUGUST 10, 2023

Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.

Medical 73

Medical Healthcare Certification Education 73

International College of Financial Planning

JULY 10, 2023

Qualifying Certification Exams for Investment Advisors Individuals must clear the necessary qualifying exams to become certified investment advisors in India. Necessary Qualifications and Skills It is critical to attain relevant education, experience, and certification for becoming a SEBI Registered Investment Advisor.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

NAIFA Advisor Today

MAY 11, 2023

During Disability Insurance Awareness Month , InsuranceNewsNet features an article from NAIFA member Rick Cordaro, DIA, DIF, LUTCF®. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance.

Insurance 98

Insurance Economy Marketing Marketing 98

MainStreet Financial Planning

MARCH 29, 2023

You can visit bankrate.com to see the current yields for many FDIC-insured high yield savings accounts. Deposits are insured by the FDIC and your account usually comes with checks or an ATM card. Most offer easy online access and most don’t have a physical bank location or ATMs. Current rates are 3.75%-4.30%.

Certification 86

Certification Accounting Banking Insurance 86

Good Financial Cents

MARCH 22, 2023

The FDIC insures deposit accounts for up to $250,000 per depositor per bank (this amount has been made permanent), so if the bank fails, you can still get your money. Since these are not FDIC insured, you could sustain losses. Yes, your money is safe up to the insured limit. How can I find out if my bank is FDIC-insured?

Banking 91

Banking Insurance Accounting Communication 91

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. 2 Designing a Moat with Insurance Analysis.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Clever Girl Finance

NOVEMBER 16, 2022

Birth certificates / Adoption paperwork. Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Death Certificates. Also needed to fulfill life insurance policies, pensions, death benefits, etc. Marriage Certificates. Examples include: Insurance documents.

Certification 88

Certification Taxes Insurance Banking 88

Truemind Capital

JANUARY 25, 2024

Sports and film celebrities who are masters of their respective skills endorse insurance, investment products, and yes cryptocurrencies as well to their followers who lap them up. Elon Musk is a brilliant engineer and a businessman but his followers also take his advice on cryptos.

Fee Only 52

Fee Only Consulting Certification Financial Advice 52

Good Financial Cents

FEBRUARY 1, 2023

Examples include Certificates of Deposit (CDs) , High-Interest Savings Accounts, etc. They are considered a low-risk investment option, as the principal investment is FDIC-insured up to $250,000 per depositor, per institution, in case of bank failure. Most banks and credit unions offer guaranteed interest accounts.

Accounting 93

Accounting Investing Investments Insurance 93

International College of Financial Planning

MAY 1, 2023

Understand the Role of a Financial Advisor A financial advisor is an expert who provides guidance and recommendations on diverse financial matters, including tax strategies, investments, insurance, and retirement planning. To excel as a financial advisor, you need to possess a specific set of skills and qualities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Insurance Companies. Banks & NBFCs. Brokerage Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

JUNE 14, 2023

It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines. Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Walkner Condon Financial Advisors

APRIL 21, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Trade Brains

NOVEMBER 17, 2023

One can avail of the course completion certificate by clearing the exam offered by NSE Academy. Each session covers topics related to the basics of the stock market, IPO, trading, insurance, mutual funds, futures and options, technical analysis, fundamental analysis, and commodity markets. You can enroll in the course here.

Marketing 59

Marketing Marketing Certification Risk Management 59