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Is this chart going up or down?

The Reformed Broker

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

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The Persistency Pathway

NAIFA Advisor Today

He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP.

CFP 93
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Navigating Technology and Social Media for Greater Engagement With Bryon Holz

NAIFA Advisor Today

He has obtained numerous designations and certifications over the years, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), and his LUTCF designation and LACP certification. Bryon is a graduate and Presidential Scholar from the University of Tampa.

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The Mark of a True Professional With Ike Trotter

NAIFA Advisor Today

As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses. He is an active member and volunteer of NAIFA. He is also credentialed through The National Association of Estate Planning Councils as an Accredited Estate Planner.

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10 Weekend Reads

The Big Picture

He moved to Dallas, where he was training to become a financial consultant with Charles Schwab, earning an annual base salary of $45,000. He wasn’t much of a car guy but was impressed by the Ferraris he would see around his new city and wondered how their owners could afford such extravagance. (

Economics 264
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10 Tuesday AM Reads

The Big Picture

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

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Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

Steve Sanduski

Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. in Toronto.