NAIFA Advisor Today

APRIL 9, 2024

NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry.

Insurance 98

Insurance Certification 98

Good Financial Cents

JANUARY 18, 2023

The life insurance industry offers some of the country’s top careers and highest-paying jobs. From agents to underwriters, plenty of career paths can lead you to a lucrative position in the life insurance field. Table of Contents 10 Highest Paying Jobs in Life Insurance. Life Insurance Actuary. Insurance Manager.

Insurance 89

Insurance Consulting Commission Management 89

International College of Financial Planning

JULY 20, 2022

Here are some of the key things you learn in risk analysis under CFP certification. Insurance and Risk Contract. Legal principles in insurance. Life insurance needs analysis and policy analysis. Medical insurance. Insurance of business risk. The CFP certification is a globally recognized designation.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

NAIFA Advisor Today

AUGUST 11, 2022

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window. Robert Edgin, LACP , (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO.

Certification 98

Certification Insurance Financial Advisor 98

International College of Financial Planning

FEBRUARY 23, 2024

At the heart of this profession lies the financial planner certification, a credential that not only signifies expertise but also opens doors to significant career opportunities. This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. This allowed the Federal Reserve to leave interest rates low.

Retirement 98

Retirement Clients Certification Taxes 98

Sara Grillo

OCTOBER 21, 2022

There are better options than entering a predatory insurance or wirehouse training program and crossing your fingers (which is an AWFUL idea, by the way). Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. What designations does a paraplanner usually have?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

MazumaBusinessAccounting

MAY 31, 2022

Keep the following documents for one to three years: Paystubs Bank records Insurance policies Investment statements Mortgage statements Receipts for charitable contributors All business-related documents. Some documentation has no expiration date, such as birth certificates and social security cards. for insurance purposes.

Certification 98

Certification Taxes Medical Electronics 98

International College of Financial Planning

OCTOBER 26, 2023

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Where Do They Shine? Is This Path for You?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

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. Professional Certifications for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood.

Food 104

Food Insurance Certification Fee Only 104

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 130

Financial Advice Financial Planner License Financial Advisor 130

Integrity Financial Planning

MARCH 19, 2023

As a result, and due to the fact that, like many large bank accounts, most of SVB’s funds were not covered by the FDIC (Federal Deposit Insurance Corporation), other venture capital firms and tech companies panicked, yanking their funds due to the stock loss. By the next day, Friday, Silicon Valley Bank announced its insolvency.

Insurance 97

Insurance Insurance Coverage Banking Accounting 97

MarketWatch

MARCH 13, 2023

“According to the FDIC [Federal Deposit Insurance Corporation], all insured depositors will have full access to their insured deposits no later than Monday, March 13, 2023,” the company said in a statement. Uninsured depositors will receive a receivership certificate for the remaining amount of their uninsured funds.”

Accounting 74

Accounting Certification Insurance Banking 74

MarketWatch

MARCH 10, 2023

Silicon Valley Bank has been closed by the California Department of Financial Protection and Innovation, and the Federal Deposit Insurance Corporation (FDIC) has been appointed receiver, becoming the first FDIC-backed institution to fail this year. The bank had 13 branches in California and Massachusetts, which will reopen on Monday.

Banking 76

Banking Certification Insurance Accounting 76

International College of Financial Planning

AUGUST 3, 2024

The financial planning and insurance industry offers a dynamic career path with immense growth potential. In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements.

Insurance 40

Insurance Certified Financial Planner Planning Certification 40

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

Insuring operational costs. This is where our planning incorporates an “insurance layer.” This layer of investment — generally filled with guaranteed interest certificates (GICs) — ensures that we always have cash for those big expenses whenever they happen, regardless of the state of the building or the tenants.

Retirement 86

Retirement Clients Investing Investments 86

Clever Girl Finance

NOVEMBER 16, 2022

Birth certificates / Adoption paperwork. Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Death Certificates. Also needed to fulfill life insurance policies, pensions, death benefits, etc. Marriage Certificates. Examples include: Insurance documents.

Certification 95

Certification Taxes Insurance Banking 95

eMoney Advisor

DECEMBER 6, 2022

Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Insurance offers a layer of protection for your assets and can help preserve your income. 2 Designing a Moat with Insurance Analysis.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

NAIFA Advisor Today

MAY 11, 2023

During Disability Insurance Awareness Month , InsuranceNewsNet features an article from NAIFA member Rick Cordaro, DIA, DIF, LUTCF®. In the article, Rick shares insights into the intricacies of protecting gig economy workers with disability insurance.

Insurance 98

Insurance Economy Marketing Marketing 98

Good Financial Cents

DECEMBER 22, 2022

Certificates of Deposit . Certificates of Deposit. Certificates of Deposit. While investing in “safe” options like certificates of deposit (CDs) hasn’t returned much in the way of yield in the last few years, rising interest rates are changing all of that. Invest in a Small Business . Open a Roth IRA.

Investing 108

Investing Investments Risk Tolerance Accounting 108

MainStreet Financial Planning

JUNE 13, 2023

You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get a social security number for your child.

Insurance Coverage 91

Insurance Coverage Budgeting Healthcare Estate Planning 91

Good Financial Cents

MARCH 22, 2023

The FDIC insures deposit accounts for up to $250,000 per depositor per bank (this amount has been made permanent), so if the bank fails, you can still get your money. Since these are not FDIC insured, you could sustain losses. Yes, your money is safe up to the insured limit. How can I find out if my bank is FDIC-insured?

Banking 92

Banking Insurance Accounting Assets 92

Clever Girl Finance

NOVEMBER 20, 2023

Get a death certificate Two weeks after the death of a loved one is when you should start going through the process of closing accounts, organizing the estate, and initiating probate if necessary. You’ll need a death certificate for most of these tasks, so starting there is a good idea. Make life insurance claims where appropriate.

Certification 90

Certification Accounting Insurance Planning 90

Good Financial Cents

FEBRUARY 1, 2023

Examples include Certificates of Deposit (CDs) , High-Interest Savings Accounts, etc. They are considered a low-risk investment option, as the principal investment is FDIC-insured up to $250,000 per depositor, per institution, in case of bank failure. Most banks and credit unions offer guaranteed interest accounts.

Accounting 94

Accounting Investing Investments Insurance 94

International College of Financial Planning

SEPTEMBER 7, 2024

The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry. Unlike the regular pathway that requires passing multiple exams over a year, the fast track allows eligible candidates to take just one exam and complete the certification in 3-4 months.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

MainStreet Financial Planning

MARCH 29, 2023

You can visit bankrate.com to see the current yields for many FDIC-insured high yield savings accounts. Deposits are insured by the FDIC and your account usually comes with checks or an ATM card. Most offer easy online access and most don’t have a physical bank location or ATMs. Current rates are 3.75%-4.30%.

Certification 85

Certification Accounting Banking Insurance 85

Clever Girl Finance

AUGUST 10, 2023

Educational requirements: High school diploma or your GED and a patient care technician certificate. Educational requirements: High school diploma or get a GED, and, typically, a certificate program or get an associate’s degree. You might also be required to conduct healths coaching sessions and pass a certification exam.

Medical 80

Medical Healthcare Certification Education 80

International College of Financial Planning

MAY 20, 2024

Highlight your achievements, relevant certifications, and any specific projects that align with the industry’s needs. Craft a Professional Resume: Your resume should highlight the particular skills and experiences that qualify you as a strong candidate for positions in wealth management.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

NAIFA Advisor Today

JANUARY 18, 2023

Bryon Holz is the President of NAIFA, providing investments and insurance to successful individuals and business owners throughout the Southeast with Bryon Holz and Associates, which he oversees as President and Registered Principal. Bryon is a graduate and Presidential Scholar from the University of Tampa.

Media 52

Media Certification Financial Consultant Consulting 52

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

Pros: Liquid FDIC insured up to $250k Cons: The highest interest rates may require astronomical balances, and even then you likely can get a higher rate with an online savings account with no (or much lower) minimums. Certificates of Deposit (CDs) You can get CDs through your local bank or credit union or from a broker.

Accounting 98

Accounting Banking Certification Financial Advisor 98

MainStreet Financial Planning

MARCH 15, 2023

Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks. Let’s review and recap how Federal Deposit Insurance Corporation (FDIC) insurance works and what other alternatives are available.

Insurance Coverage 78

Insurance Coverage Insurance Accounting Banking 78

NAIFA Advisor Today

SEPTEMBER 9, 2022

NAIFA-Los Angeles members have worked with local and state elected representatives to get official recognition of September as Life Insurance Awareness Month (LIAM). The City of Los Angeles, County of Los Angeles, and California State Senate have all issued resolutions or certificates recognizing NAIFA and LIAM.

Certification 52

Certification Insurance 52

International College of Financial Planning

AUGUST 2, 2024

This course covers key aspects of the BFSI (Banking, Financial Services, and Insurance) industry, including Basics of financial planning, risk management and insurance planning, investment strategies and mutual funds. Certification: Ensure the course offers certifications that are recognized and valued in the industry.

Certification 52

Certification Wealth Management Financial Planning Insurance 52

Good Financial Cents

JULY 19, 2023

Certificates of Deposit (CDs) work similarly to online savings accounts or money market accounts in terms of offering great returns with zero risk. According to the Federal Deposit Insurance Corporation (FDIC) , national average CD rates range from 0.15% to 1.21% depending on the CD term, as of writing. Check for CD fees.

Banking 63

Banking Certification Accounting Advertising 63

Pacifica Wealth

FEBRUARY 20, 2022

It’s not enough to dream big, save, invest , and have insurance. The total financial loss to my family (after insurance proceeds) was minimal, but the emotional loss was great. A check from your insurance company can’t replace sentimental items. product safety and certification.” Stock and Bond Certificates.

Assets 52

Assets Certification Insurance Banking 52