October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: This is a broad topic that can address many issues. One area […]
Do You Really Need A Financial Planning Service?
Are you struggling with managing your money? Are you struggling with managing your investment? Are you finding difficulties in making decisions for any investment? Is your business’s financial management on the right path? If your answer to any of the above questions is negative, you may need assistance from professionals for your financial management. Though many people like to manage their financial resources by […]
6 Life Stages That Trigger The Need for Life Insurance
Various life events or priority changes can create a need to re-evaluate your clients’ life insurance needs. Take a look at your existing book of business and make a list of clients you think might have experienced a life event over the last year. Please pass my name along to anyone you think could use […]
It’s a lot easier to help clients and prospects find solutions when they understand the problem
More than half of Americans think life insurance costs 3x or more than it does. 6 ways life insurance can offer financial protection Get a detailed estimate with Riskalyze Financial’s life insurance calculator.
43% of American’s aren’t Protecting Their Loved Ones from The Unexpected
43% of Americans aren’t protecting their loved ones with life insurance, which means there is a good chance you may know someone who doesn’t have life insurance, giving you the opportunity to help them protect their loved ones. Or Call Me +1 (949) 981-3981 Make protecting your family’s financial future a priority. #LIAM20
30-year Home Loans Fall to Historic Lows
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year home loan had fallen to 2.98%. In addition, the average interest rate […]
Reminder: Tax Day is Tomorrow
This year has had no shortage of changes to the normal course of business. In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15, 2020.1 Most states followed suit and moved the due date to July 15 or later.2 Because this […]
Have you been thinking about life insurance?
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up. For some, it’s always been front of mind. For younger investors, it may be a new consideration. Either way, it’s in many people’s thoughts, and that’s not unusual when the economy […]