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Why Review a Client’s Tax Return?


Why Review a Client’s Tax Return? Federal income tax returns are one of the most easily accessible and revealing road maps for determining your clients’ financial needs. Reviewing tax returns can provide you with a whole new level of insight about their individual financial situations. Even more importantly, it can add increased value to your client relationships. Reviewing tax returns gives you the chance to identify more opportunities to provide value to your clients. It also can reveal details they may have failed or forgotten to share with you when you completed the fact-finding process. Please [...]

Why Review a Client’s Tax Return?2022-12-08T10:45:35-06:00

Tips for College Planning


 Tips for College Planning  If you want your children to benefit from a college education, it’s never too early to start saving. A college education is expensive and might be one of the largest outlays you ever make. The good news is that families who want to save for their children’s college education now have more options available than ever before. An investment in a child’s college education has the potential to result in a lifetime of increased earnings. According to the College Board’s report “Education Pays 2016,” full-time workers ages 25 and older with a [...]

Tips for College Planning2022-12-08T10:04:10-06:00

Overcoming Phone Anxiety


Overcoming Phone Anxiety Do you feel anxious whenever your phone rings or you must call someone? Do you worry about what you are going to say? Are you worried about embarrassing yourself, so you avoid or put off making that call? Do you ignore other people’s calls? Do you constantly replay conversations in your head after you hang up from a phone call? If the answer is yes to any of these questions, you may suffer from phone anxiety, also known as telephobia. While you might think that this isn’t a problem, there are many missed [...]

Overcoming Phone Anxiety2022-12-08T08:49:53-06:00

Whitepaper – Leading Your Team to Success: Secrets to Next-Level Sales Management


Leading Your Team to Success: Secrets to Next-Level Sales Management Most people have at least one person in their past who inspired them to greatness they’d never imagined. A grade-school music teacher who saw a savant when teaching Beginner Recorder. A coach who spotted a potential future pro in the kid who showed up early and stayed late for every practice. A college professor who pulled the gifted math student aside to challenge her chess skills. What all these scenarios have in common is an influential leader who inspired someone to do more than they’d ever [...]

Whitepaper – Leading Your Team to Success: Secrets to Next-Level Sales Management2022-12-08T08:35:06-06:00

Whitepaper – How a Strong Firm Culture Builds a Strong Firm


How a Strong Firm Culture Builds a Strong Firm The other day, I saw a question that a software company owner posted online. He asked if it’s necessary to be “nice” in business. He was frustrated with employees who’d complained about feeling pressured to work 70+ hour weeks, having to chase new business with a fierce competitiveness and working within a tyrannical internal culture. His feeling was that true professionals are born fighters. I don’t agree. I believe a strong firm culture builds a strong firm. This is not to suggest that success can be achieved, [...]

Whitepaper – How a Strong Firm Culture Builds a Strong Firm2022-12-07T13:56:13-06:00

Whitepaper – Benefits of Mobile Apps vs. Websites


Benefits of Mobile Apps vs. Websites Advances in computer technology have been dizzying — from fixed desktop websites to responsive design desktop sites, mobile web sites and now apps (applications). In 2017, according to training and development firm Vantage Path, sales of tablets will be greater than those of computers and laptops combined, a worrisome trend for the traditional web, set in motion, ironically, by the successful inclusion of the Internet on mobiles. The traditional web is constantly losing ground to apps. It gets worse — the surge in the use of apps has resulted in [...]

Whitepaper – Benefits of Mobile Apps vs. Websites2022-12-07T13:39:48-06:00

Whitepaper – 10 Tips for Building a Training Culture


10 Tips for Building a Training Culture Having a strong organizational culture enables you to hire, conduct business and attract clients in a consistent way that aligns with your overall values. With the fast pace of technological change today, a training culture can give you a competitive advantage when it comes to recruiting and retaining the best talent. Imagine that a quality candidate is considering your organization and another one, but you offer continuous training as a benefit. That will normally make the candidate’s choice simple and obvious. Investing in training for everyone in your organization [...]

Whitepaper – 10 Tips for Building a Training Culture2022-12-07T12:46:19-06:00

Whitepaper – Legal Planning for a Child with Special Needs


Legal Planning for a Child with Special Needs One of the most important questions parents who have a child with special needs ask themselves is, “What’s going to happen to my child when I’m no longer here?” To a large degree, the answer to that question will depend on the steps you begin taking today to arrange for your child’s future well-being. Having a child with special needs requires considerable planning, both for the short term and the long term. Taking care of the legal formalities regarding your child’s long-term care will give you peace of [...]

Whitepaper – Legal Planning for a Child with Special Needs2022-12-02T14:20:55-06:00

Whitepaper – Igniting Passion into Your Firms Culture


Igniting Passion into Your Firms Culture Whether new recruits or those who have been at their job for a while, passion remains one of the biggest drivers for making sales. When agents and advisors are passionate about their job and passionate about helping their clients, they close more sales. As an owner or manager, the single most effective way you can begin to ignite passion and purpose in your team is through your attitude. If you are excited, positive, and supportive, you will see the same kind of attitude from your producers. Creating a culture of [...]

Whitepaper – Igniting Passion into Your Firms Culture2022-12-02T13:38:23-06:00

Whitepaper – Keeping the Business Open After Owner’s Death


Keeping the Business Open After Owner’s Death As business owners age without a plan for their business when they die, they risk years of hard work going down the drain because of their departure. Sometimes tragic accidents occur before a business owner can put a plan in place, but many times advanced planning gives business owners the opportunity to realize their business’s maximum value and develop a plan for those who succeed them. Advanced planning also helps avoid arguments, emotions, and feelings which can lead to family and business turmoil after the death of a loved [...]

Whitepaper – Keeping the Business Open After Owner’s Death2022-12-02T13:40:05-06:00

Whitepaper – Getting Ready for Retirement


Getting Ready for Retirement As you spend decades in the workforce, you dream about retirement. As it gets closer, you think about how to bring your dream to life. Each person’s idea of retirement differs based on their goals, desire or need to continue working, as well as other considerations. Regardless of your idea of retirement, you need to consider some specific things and take preliminary steps to get ready for retirement. Financial and life goals, as well as feelings about working and planning for healthcare needs are some of the most crucial factors to evaluate [...]

Whitepaper – Getting Ready for Retirement2022-12-02T13:40:14-06:00

Whitepaper – Four Levels of a Consumer


Four Levels of a Consumer You just made a sale to a new client — congratulations! This is not the end of the sales process; it’s only the beginning. LIMRA research shows that the average buyer of life insurance will buy seven times during his or her lifetime. Also, they’ll buy other products and services, not only on them but on their spouse, children, parents, inlaws, business partners, etc. It’s all based on the relationship, since opportunities are found based on the relationship that you have. Not all consumers are the same. To optimize your marketing [...]

Whitepaper – Four Levels of a Consumer2022-12-02T13:40:22-06:00

Whitepaper – Five Ways to Measure Training Results


Five Ways to Measure Training Results Although it’s important to measure the effectiveness of training, many organizations don’t take the initiative to see whether they have brought any positive impact to the organization. According to a study carried out by the Association for Talent Development, or ATD (formerly the American Society of Training & Development, or ASTD), only 3 percent of respondents measure the impact of the training on their businesses. Whether you use classroom training, e-learning or a combination of both, measuring results will enable you to determine how effective the training was. [...]

Whitepaper – Five Ways to Measure Training Results2022-12-02T13:40:31-06:00

Whitepaper – 6 Common Challenges E-Learning Can Solve


6 Common Challenges E-Learning Can Solve As technology continues to advance at warp speed and as the demographics and dynamics of the workplace change, it’s easy to fall behind. Here’s the good news: many common challenges that companies, firms and agencies face can be solved with e-learning. Here are six key areas in which e-learning can conquer the challenges that erode morale and profits in our organizations. 1. Generational Differences Can Cause a Disconnect With 80 million Millennials in the population, these 17- to 36-year-olds (in 2017) are the largest generation to date. Myriad companies [...]

Whitepaper – 6 Common Challenges E-Learning Can Solve2022-12-02T13:40:46-06:00

Whitepaper – Facts About Retirement Medicare


Facts About Retirement and Medicare The rising cost of health care in the United States has become a worrisome risk to a financially-secure retirement. With that in mind, it’s important to understand the various components of Medicare, the federal government program that provides health insurance to most Americans age 65 and older. For Americans 65 and older, any conversation about health care must include Medicare. Your eligibility for this program at age 65 means that your health insurance will likely become more affordable, and you won’t be denied coverage for pre-existing conditions. It’s important [...]

Whitepaper – Facts About Retirement Medicare2022-12-02T13:40:56-06:00

Whitepaper – Medical Educational Planning Child Special Needs


Medical, Financial, and Educational Planning For a Child With Special Needs To ensure that your child with special needs receives the best possible care in all aspects of his or her life, it’s important to do thorough, advance planning. In this white paper, we cover 3 important types of planning: Medical planning— How can you best obtain and pay for the specialized medical care your child may require? Who will oversee your child’s medical care when you’re no longer here? Financial planning— What steps can you take to guarantee that your child will have a financial [...]

Whitepaper – Medical Educational Planning Child Special Needs2022-12-02T13:41:06-06:00

Whitepaper – Live Happily Ever After Strong Financial Foundation


Live “Happily Ever After” with a Strong Financial Foundation Do you plan to get married soon? The time to begin talking about the financial partnership you’ll be forming together once you’re married is before the nuptials. When you build a strong foundation of financial partnership at the beginning of your relationship, it will prevent many costly and stressful situations later. Nearly half of Americans (48 percent) who are marriedor living with a partner say they argue with the person over money, according to a survey of more than 1,000 people by The Cashlorette, which is owned [...]

Whitepaper – Live Happily Ever After Strong Financial Foundation2022-12-02T13:41:23-06:00

Whitepaper – Teaching Kids About Money


Teaching Kids About Money Parents are a crucial part of their children’s financial education. Research has shown that parental modeling and teaching has more positive, impactful, and long-lasting influence on financial attitudes than academic-based programs. How, what, and when you teach your kids about money are personal decisions determined by your values and experience.Start EarlyIt’s never too early to start teaching children about money. Otherwise, until they start earning a living, it’s easy for kids to think that money “grows on trees”! Parents magazine offers tips for ways to teach children about money from ages 2 through [...]

Whitepaper – Teaching Kids About Money2022-12-02T13:41:42-06:00

Whitepaper – Social Security and Retirement


Social Security and Retirement Nearly nine out of 10 Americans aged 65 or older currently receive Social Security. The Social Security Administration estimates that 21 percent of married couples and 43 percent of single seniors rely on Social Security for 90 percent or more of their income. Whether you are planning to retire in 20 years or 20 days, it’s crucial to understand Social Security, how to qualify for benefits, taxation of Social Security benefits and how working after retirement might affect your Social Security income. This broad overview of the most important aspects of Social Security [...]

Whitepaper – Social Security and Retirement2022-12-02T13:41:59-06:00


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