Ballast Advisors
JUNE 18, 2024
Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.
Nationwide Financial
OCTOBER 1, 2022
This growth is poised to accelerate as Hispanic entrepreneurs start businesses at three times the rate of the general population, presenting a huge opportunity for advisors and financial professionals to expand relationships. Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value.
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MainStreet Financial Planning
JULY 23, 2024
Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! Homeowners Insurance: It is very important that if your home is owned by an LLC or trust that your homeowner’s policy lists the individual owners as well as the LLC, trust, etc. The webinar was fantastic!
Ballast Advisors
JUNE 18, 2024
Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
For some, 2022 may present a good opportunity to convert some money to Roth. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. We should review our personal insurance coverage yearly as our assets and liabilities change.
Tobias Financial
JUNE 19, 2023
If you use shutters, make sure that all pieces are present. Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Have them fixed now to make your home as storm resilient as possible. Check for loose screens or flowerpots.
Nationwide Financial
OCTOBER 13, 2022
Although Life Insurance Awareness Month has come to a close, it is still a perfect time for financial professionals to reach out to both new and existing clients to discuss the benefits of life insurance and how to protect their families. The days of clients overlooking the need for adequate life insurance coverage may be over.
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