Darrow Wealth Management

JULY 24, 2025

The new law also adds post-secondary credentialing expenses such as certifications, licenses, exams, continuing education, and other costs. Other miscellaneous items: Mortgage insurance premiums: The deductibility of mortgage insurance premiums will be allowable starting in 2026. In 2025, the exemption is $13,990,000 per person.

Taxes

Trade Brains

AUGUST 8, 2025

Synopsis: AU Small Finance Bank stock jumped sharply after receiving “In Principle” approval from the RBI to act as a universal license, enabling the bank to diversify its operations to its customers. They also provide insurance, mutual funds, and government banking services. So, what exactly is a Universal Bank?

Banking

Trade Brains

JULY 3, 2025

Bipin Preet Singh, Co-founder, MD & CEO, MobiKwik, shared his excitement about this development, “The stock broking license marks a significant milestone for us as we enter the Indian equity markets. The company has expanded into credit (ZIP, ZIP EMI), savings (FDs, Mutual Funds, Digital Gold), and insurance.

License

Harness Wealth

FEBRUARY 4, 2025

Private Placement Life Insurance (PPLI): High-net-worth investors can use PPLI to defer taxes on gains from alternative investments. Financial Professional Qualification: Holding certain financial licenses, such as Series 7, 65, or 82, may also grant accreditation status.

Taxes

Harness Wealth

MARCH 20, 2025

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? However, the licenses must be directly related to business activities.

License

Carson Wealth

MARCH 6, 2025

New Advisor If youre working with a new advisor, do they need to hold any other licenses or work with other professionals (such as life insurance agents or estate lawyers) to perform the duties required in the plan? How will this affect your overall plan? Could other state tax laws affect your strategy?

Estate Planning

Wealth Management

JULY 23, 2025

Spiegelman dropped his FINRA license about three or four years ago and had been moving toward a fee-only model for several years. Private Equity Is Coming to 401(k) Plans: Will You Be Ready? with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management.

Estate Planning

Harness Wealth

FEBRUARY 19, 2025

Business entities that are exempt from BOI reporting requirements include: Securities reporting issuers Governmental authorities Banks Credit unions Depository institution holding companies Money services businesses Brokers or dealers in securities Securities exchanges or clearing agencies Other Exchange Act registered entities Investment companies (..)

Taxes

NAIFA Advisor Today

JULY 3, 2025

That question led him to a presentation about insurance and annuity products—and sparked a realization. “I Inspired by what he learned, Eric got licensed and officially entered the industry in January 2005. In fact, he was first introduced to it through a simple question: “Could you save $200 a month?”

Education

Trade Brains

JULY 10, 2025

About Edelweiss Financial Services Limited: Edelweiss Financial Services Limited (“ EFSL ”) was incorporated on November 21, 1995, under the name of Edelweiss Capital Limited and started operations as an investment banking firm after receipt of a Category II license from SEBI. million customers.

Financial Services

Trade Brains

JULY 28, 2025

CDSL is also a professionally managed firm like NSDL, with major shareholders consisting of BSE (15%), Life Insurance Corporation of India, Nippon India Small Cap Fund, Parag Parikh Flexi Cap Fund, and many others. CDSL ensures secure, paperless, and efficient capital market operations for investors, brokers, and companies.

Accounting

Wealth Management

JULY 11, 2025

Orofino Market Lead and Trust Officer, Preferred Legacy Trust Company Salvador, an attorney licensed in Florida for 20 years, serves as market lead and trust officer Preferred Legacy Trust Company, a portfolio company of Carr, Riggs and Ingram. in Q1 RIA Model Portfolio Assets Rose 5.5% About the Authors Salvador C.

Estate Planning

Wealth Management

AUGUST 11, 2025

BR: You can insure for the basics—health, employees—but you can’t insure against a crash the way people might think. Evan holds his Series 7 and Series 66 securities license. He also holds his life, health insurance and annuity license. EV: Racing is a high-risk business for drivers, owners and teams.

Estate Planning

Wealth Management

JULY 18, 2025

For authors and artists, this type of planning has traditionally included managing intellectual property, such as copyrights, licensing agreements and royalty streams, to ensure financial continuity for heirs or beneficiaries.

Estate Planning

Wealth Management

JULY 18, 2025

North Carolina launched a special license designation for care agencies investing in workforce improvements. Staffing shortages have forced 69% of DSP service providers to stop accepting new clients. 14 Another 39% have discontinued programs. 16 State Reform Efforts States have introduced some innovative reforms.

Estate Planning

Wealth Management

AUGUST 13, 2025

She is licensed to practice law in New York. The NY Post has also previously reported that Bob was writing a tell-all manuscript blaming his family for the retailer’s demise, which could be another money grab at the expense of the family.

Estate Planning

Wealth Management

AUGUST 6, 2025

Despite requesting removal from the main estate, Brooke is reportedly set to receive funds from a small life insurance trust, which she intends to use for her children’s education. She is licensed to practice law in New York.

Estate Planning

Wealth Management

OCTOBER 31, 2024

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

Startup

Trade Brains

JULY 9, 2025

6.8%) Brigade Enterprises Ltd. (-3.7%) Niva Bupa Health Insurance Company Ltd. The Indian government plans to initiate talks with China to address these restrictions and stabilize supply in the near future. UAE has denied rumors about granting lifetime #GoldenVisa to certain nationalities. 3.9%) Sterling and Wilson Renewable Energy Ltd.

Healthcare

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.

License

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?

Medical

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.

Ethics

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.

License

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.

License

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

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.

CFP

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.

License

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?

License

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.

License

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.

License

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.

License

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

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.

Financial Planner

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.

Insurance

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.

Healthcare

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.

Insurance

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?

Insurance