Sara Grillo

DECEMBER 12, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. ” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? For those of you who are new to my blog, my name is Sara.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

MAY 8, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Indexed Universal Life (IUL) insurance is all too commonly sold by smoke-and-mirrors. Okay…but what is Indexed Universal Life insurance? IUL is NOT what it’s (usually) cracked up to be!

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

NOVEMBER 14, 2022

Is selling annuities to them the answer? In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent.

Insurance 59

Insurance Financial Advisor Retirement License 59

Harness Wealth

JUNE 23, 2023

These strategies include gifting and annual exclusions, charitable donations and trusts, setting up trusts for tax reduction, and life insurance trusts. Charitable Lead Annuity Trusts (CLATs) A CLAT provides fixed annual payments to a charity for a specified term, with the remaining assets then going to the donor’s heirs.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Many of our clients use a combination of trusts and other structures, alongside insurance of various types, to protect their assets. Since last year’s U.S. Conclusion.

Planning 52

Planning Taxes Tax Planning Clients 52

Tucker Advisors

NOVEMBER 11, 2021

Free Guide: High Profile Use of Annuities. From this point of view, you want to choose people who are like-minded, want to talk about the same topics as you, and who engage with those who respond to their tweets. Click here to Download. Setting Up Your Twitter Account. Go to twitter.com/signup and click sign up. These lists are gold!

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

Brown Advisory

NOVEMBER 28, 2022

Grantor Retained Annuity Trusts (GRATs) and Qualified Personal Residence Trusts (QPRTs) While the discount rate (sometimes referred to as the “hurdle rate”) applicable to GRATs is higher today than years’ past (4.8% We look forward to discussing these matters with you—as well as any other topics you deem important—in the weeks ahead.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Revisit your risk management plans (update insurance programs and review the operation of family business entities) and, Reevaluate your state of residency (or international residency/citizenship) – determine the most advantageous location from a personal, familial, business and tax standpoint. . for November 2022 vs 0.4%

Planning 52

Planning Taxes Clients Strategic Planning 52

Carson Wealth

JANUARY 4, 2024

Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible. Make sure you have the right health care coverage, car insurance, property and casualty for your home, disability insurance and life insurance. This leads to many people being underinsured.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Inside Information

JANUARY 31, 2022

NASAA did not survey insurance agents, who are exclusively compensated via commissions, but I would bet my hat that virtually none of them ever recommend ETFs or index funds as a better investment alternative to whole or variable life insurance.

Commission 40

Commission Clients Sales Fee Only 40

Sara Grillo

MAY 23, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” You don’t have to go sell insurance policies or work at a wirehouse under a quota. For those of you who are new to my blog/podcast, my name is Sara. So please subscribe! So the service… 0:19:15.7

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 29, 2022

RITHOLTZ: Very different, more akin to an insurance company …. Bill McNabb, the previous Vanguard CEO, told a fascinating story on that topic. RITHOLTZ: … did something very similar with insurance, if I remember your book correctly? RITHOLTZ: The Jack Bogle of the annuity business. It was like the fire insurance business.

Assets 161

Assets Management Marketing Marketing 161

Sara Grillo

SEPTEMBER 11, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” 2 In order to collect social security, you need health insurance That is the first thing social security looks at when you apply for your benefit. Buy life insurance or annuities Roth conversions, etc.

Planning 111

Planning Financial Advisor Taxes Consulting 111

Sara Grillo

SEPTEMBER 12, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Not only were the guests lively and insightful, but the topic is one central to who we are as an industry – and not that I said, “industry”, not “profession.” Source: SEC.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . The CFP Board allows insurance agents to use the mark and call themselves financial planners, but operate outside the regulatory reach of the SEC, and that’s a problem.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Brown Advisory

NOVEMBER 19, 2020

Including all family members in the discussion, and allowing each family member to find their voice on a planning topic of their own passion/interest, tends to increase engagement and supports holistic planning. One way to incorporate a long-term perspective is to plan across multiple family generations. Prepare for the unexpected.

Planning 52

Planning Taxes Clients Assets 52

Nationwide Financial

OCTOBER 27, 2022

According to the Pew Research Center, there has been an increasingly stark disagreement between Democrats and Republicans many topics, including on the economy. [1]. Today, according to the Pew Research Center, there has been an increasingly stark disagreement between Democrats and Republicans on many topics, including on the economy. [3]

Clients 52

Clients Retirement Planning Retirement Taxes 52