The Persistency Pathway
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.
Financial Consultant Insurance Planning 
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Fiduciary Papers #13: Stockbrokers and Insurance Agents: The Use of Titles May Trigger Fiduciary Status Under State Common Law (and Now Under ERISA)
Ron A. Rhodes
DECEMBER 12, 2023
Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…
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The Mark of a True Professional With Ike Trotter
NAIFA Advisor Today
FEBRUARY 15, 2023
Ike Trotter began his journey in the insurance world when he was 22 years old. Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. Ike is also a recipient of the NAIFA Quality Award.
Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
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. The world of financial advising is diverse, with various specializations. Why Pursue a Career as a Financial Advisor? Where Do They Shine?
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
We speak a secret language in financial planning. 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.
Why do Physicians Need Financial Advisors and How to Find Them
WiserAdvisor
DECEMBER 1, 2023
This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future.
What are the Different Types of Financial Advisors?
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.
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