Startup Simplisure Launches Digital Platform for Buying Term Life Insurance
Wealth Management
OCTOBER 31, 2024
Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.
WealthStack Roundup: TIFIN Announces Executive Hires
Wealth Management
AUGUST 3, 2023
Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.
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10 Friday AM Reads
The Big Picture
FEBRUARY 24, 2023
But it’s not a bank, and the deposits — technically, they’re risky bonds — are not insured by the FDIC or anybody else. ” Accounts at Compound Banc are not insured by the FDIC, the SIPC, or any other government regulator. Washington Post ) • Why aren’t teenagers driving anymore?
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
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How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?
Calculated Risk
AUGUST 2, 2023
And how much will the FHA insured loan limits change? A brief excerpt: With house prices mostly unchanged over the last year, an interesting question is: How much will the Fannie & Freddie conforming loan limits (CLL) change for 2024? First, there are different loan limits for various geographical areas.
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2024 Conforming Loan Limits Will be Released on Tuesday
Calculated Risk
NOVEMBER 26, 2023
For 2023, the CLL for one-unit properties was set at $726,200, and for high cost areas the ceiling loan limit for one-unit properties was $1,089,300.
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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog
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.
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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?
Nerd's Eye View
JULY 18, 2022
Insurance companies and broker-dealers in the business of manufacturing products and hiring advisors to sell them often dominate career fairs and job boards, frequently drawing in graduates of CFP Board-approved education programs.
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Meet Loyal NAIFA Member Addison Rosenbluth
NAIFA Advisor Today
NOVEMBER 28, 2022
For NAIFA-CT President Addison Rosenbluth, CLTC , insurance is part of a family legacy. In 1957, his grandfather founded MERIT Insurance Services, Inc. After gaining experience and earning his licenses, he returned to Connecticut and now works alongside his father, Jace Rosenbluth, running the family business.
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Debunking myths about how you do business
Million Dollar Round Table (MDRT)
FEBRUARY 4, 2024
By Bryce Sanders Like every profession, people believe in misconceptions about financial advisors and insurance agents. Myth: Anyone can sell insurance. They do not know licenses are needed. Here are a few of them and how you can counteract them. How you do business. How long have you been with the firm? Are you on a team?
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The Persistency Pathway
NAIFA Advisor Today
SEPTEMBER 21, 2023
Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies.
Do What You Say You Will and Be Who You Say You Are
NAIFA Advisor Today
FEBRUARY 16, 2024
Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being.
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#FA Success Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth, With Cean Kenefick-Rogers
Nerd's Eye View
NOVEMBER 8, 2022
Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.
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The Market For “Lemons” In Financial Advice: How Higher Standards Can Lower Costs And Increase Access To Advice
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!
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Tax Advisor Weekly – April 4, 2025
Harness Wealth
APRIL 4, 2025
How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Transfer Pricing: The C-suite Needs to be Informed ( Steven C.
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How to stand out and attract more business
Million Dollar Round Table (MDRT)
JUNE 18, 2023
He’s an investment advisor representative and CFP with life and health insurance licenses. If you’re just another financial planner, investment advisor, wealth manager or life insurance agent, you’re faced with competition from hundreds — or thousands — of people who say they do the same thing as you.
Don’t be tricked by 8% eternal Universal Life Insurance Interest Rates!
Sara Grillo
JUNE 24, 2024
The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Here’s the danger of relying on illustrations based upon unrealistic Universal Life Insurance interest rate assumptions. There is no securities license required to sell it. Don’t be fooled! What to do if you own a policy?
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How to Protect your Assets vs. Insurance Company Games
The Richer Geek
MARCH 23, 2022
Today we have Galen Hair is the owner of insurance Claim HQ. It is a property-casualty insurance attorney firm that operates in more than seven states. Hair is a persistent and aggressive litigator licensed and has clients from all over the world. And what they do is they help families rebuild their homes and businesses.
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Healthcare in Retirement: The Basics
Integrity Financial Planning
MAY 30, 2023
Healthcare insurance is a crucial aspect of managing one’s health and finances. Coverage: Health insurance plans typically cover a range of medical services, including doctor visits, hospitalizations, prescription medications, and preventive care. [2] It’s important to consider the total cost of the plan when choosing one.
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Are Insurance Companies Safe?
Tucker Advisors
SEPTEMBER 27, 2021
Are Insurance Companies Safe? But just how solvent and safe are insurance companies? Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual.
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What To Do If Your Identity Is Stolen: 15 Key Steps
Clever Girl Finance
NOVEMBER 16, 2022
From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. Such as having identity theft insurance and identity theft protection service, monitoring credit reports, etc. You can add a flag to your license to prevent fraud.
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How To Start A Cleaning Business In 15 Simple Steps
Clever Girl Finance
JULY 29, 2023
Don’t forget about insurance 6. Obtain a business license 7. Do I need a license to clean houses? Don’t forget about insurance Like business registration, make sure you prioritize insurance when you’re researching how to start a cleaning company. Table of contents 1. Conduct market research 2.
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
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. Life Insurance. iv There are hundreds of specialized designations.
Walking Together Through Life as a Servant Leader
NAIFA Advisor Today
DECEMBER 1, 2023
Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. He also partners with insurance carriers to develop and introduce new health products.
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Hurricane and Natural Disaster Preparedness
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. Insurance policies. Keep these photos somewhere secure, and make sure you have both physical and digital copies. .
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Helping Aging Parents Manage and Protect Their Finances
Carson Wealth
APRIL 4, 2024
This is particularly important when managing things like life insurance policies because once the grace period is missed, the policy will lapse and coverage will end. I suggest putting together a folio file that you can store somewhere that is both safe and easy to access.
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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022
James Hendries
JULY 13, 2022
Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value. Insurance products are offered through LPL or its licensed affiliates. Insurance products are offered through LPL or its licensed affiliates.
17 Tax Benefits to Take Advantage of as a Small Business Owner
MazumaBusinessAccounting
JUNE 30, 2021
This can include purchases, leases, mileage, repairs, maintenance, insurance, etc. This includes health insurance as well as business-related insurance expenses, such as data breach insurance, liability insurance, property insurance, etc. Do you have to maintain a license for your job?
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All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.
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Meet Loyal NAIFA Member Peg Fraser
NAIFA Advisor Today
FEBRUARY 27, 2023
Peg Fraser began her career in insurance and financial services selling health insurance part-time, but she soon found the same question coming up again and again from her clients. They asked if she could help with other types of insurance and financial planning. She wanted to do more.
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Giving Your Financial Grace: How Laurie Adams Has Blazed Her Own Trail
NAIFA Advisor Today
AUGUST 27, 2023
She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders.
21 High Paying Medical Jobs Without A Degree To Explore
Clever Girl Finance
AUGUST 10, 2023
If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. Licensed practical nurse (LPN) Median salary for licensed practical nurses: $54,620 a year Licensed practical nurses (LPNs) work under the supervision of registered nurses or physicians to provide direct patient care.
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How Much To Save For A Baby + Key Savings Tips New Parents
Clever Girl Finance
AUGUST 19, 2024
Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. For C-section deliveries, the average cost jumps to about $26,280, with around $3,214 coming out of pocket if you have insurance. Keep in mind that you may be entitled to a free breast pump through your insurance).
Is M1 Finance Safe? (Legit Place to Invest Your Money)
Good Financial Cents
DECEMBER 12, 2022
Additionally, the company’s website states that it uses “industry-leading security protection” and is FDIC insured. The company is FDIC insured and uses “industry-leading security protection.” The main functions they regulate include: Licensing. How does FDIC insurance protect me? Discipline.
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List of Financial Advisors for small accounts
Sara Grillo
AUGUST 25, 2023
Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Note: Ryan holds both insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com
Keep Going: Matt’s Story
MazumaBusinessAccounting
OCTOBER 29, 2021
Matt started the Matthew Bishop Insurance Agency 12 years ago. At the time, he was working as a district manager for RadioShack while selling life insurance on the side to generate some extra income. “They told me they didn’t want someone who could just sell insurance,” Matt says. “It’s my time.
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Top Indian Stocks Held By Vanguard Group – Portfolio Analysis
Trade Brains
NOVEMBER 11, 2023
Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Zee Entertainment Enterprises Particulars Amount Particulars Amount CMP (Rs) 262 Market Cap (Cr) 24,954 EPS (TTM) 1.17 Stock P/E (TTM) 0 ROE (%) 9.12 ROCE (%) 13.68 Promoter Holding (%) 3.99
28 Best Jobs That Pay Well Without A Degree
Clever Girl Finance
JULY 12, 2023
Claims adjuster Median claims adjuster salary: $64,710/year Education required: High school diploma or equivalent for entry-level positions As a claims adjuster, you’ll be the one responsible for evaluating insurance claims and either approving or denying them. You’ll also need to be licensed in your state.
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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022
James Hendries
AUGUST 23, 2022
Insurance products are offered through LPL or its licensed affiliates. Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value.
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Go Digit IPO Review 2024 – GMP, Financials And More
Trade Brains
MAY 14, 2024
Go Digit IPO Review – Company Overview The Company is one of the leading full-stack insurance Companies that leverage technology to innovate product design, distribution, and customer experience for non-life Insurance products. Cr customers who availed insurance benefits from since the Company’s inception in 2017.
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The 16 Best Jobs For Moms With No Degree
Clever Girl Finance
MAY 15, 2024
However, bear in mind that doing so may require obtaining specific licenses depending on which state you live in. Requirements: Love for taking care of children Licenses if opening own daycare center 2. Requirements: Haircutting and styling skills May require a state cosmetology license 5.
You will never get a single referral from a CPA by acting pathetic!
Sara Grillo
FEBRUARY 12, 2024
He says that he has proposed this to numerous CPAs he works with and they have all refused because it is too much work to go get a Series 65 license. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. This will fall on deaf ears unless you really work closely with the CPA.
What To Do If Your Identity Is Stolen: 15 Key Steps
Clever Girl Finance
NOVEMBER 27, 2023
Table of contents 15 steps for what to do if your identity is stolen Expert tip: Create a plan to recover your identity How to determine if your identity has been stolen How to prevent identity theft Get identity theft insurance What is the first thing you should do if your identity is stolen? How do I start an identity theft investigation?
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Fundamental Analysis of Ujjivan Small Finance Bank
Trade Brains
SEPTEMBER 22, 2023
It is licensed under the Banking Regulation Act, to carry out small finance bank business. Along with accepting deposits and providing loans, the banks also promote third-party Non-Banking services, like insurance. Then we will look at the return generated by the Bank towards its shareholders, before finally reaching a conclusion.
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