NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being.

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License Wealth Management Investment Advisor Consulting 105

NAIFA Advisor Today

NOVEMBER 28, 2022

For NAIFA-CT President Addison Rosenbluth, CLTC , insurance is part of a family legacy. In 1957, his grandfather founded MERIT Insurance Services, Inc. After gaining experience and earning his licenses, he returned to Connecticut and now works alongside his father, Jace Rosenbluth, running the family business.

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License Insurance 98

Wealth Management

AUGUST 3, 2023

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

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License Insurance Clients 98

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.

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Financial Consultant License CFP Insurance 97

Nerd's Eye View

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.

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License Consulting Financial Advisor Insurance 130

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2024

By Bryce Sanders Like every profession, people believe in misconceptions about financial advisors and insurance agents. Myth: Anyone can sell insurance. They do not know licenses are needed. Here are a few of them and how you can counteract them. How you do business. How long have you been with the firm? Are you on a team?

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License Insurance Financial Advisor Financial Planning 94

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

Random Roger's Retirement Planning

MARCH 3, 2024

My standard preamble when talking about annuities is that I am not licensed to sell annuities. I had my insurance license ages ago for one job but never sold an insurance product. I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities.

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License Insurance Assets Taxes 94

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Here’s the danger of relying on illustrations based upon unrealistic Universal Life Insurance interest rate assumptions. There is no securities license required to sell it. Don’t be fooled! What to do if you own a policy?

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Insurance Math Financial Advice Compliance 59

The Richer Geek

MARCH 23, 2022

Today we have Galen Hair is the owner of insurance Claim HQ. It is a property-casualty insurance attorney firm that operates in more than seven states. Hair is a persistent and aggressive litigator licensed and has clients from all over the world. And what they do is they help families rebuild their homes and businesses.

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Insurance Assets Insurance Coverage License 52

Tucker Advisors

SEPTEMBER 27, 2021

Are Insurance Companies Safe? But just how solvent and safe are insurance companies? Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual.

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Insurance Banking Financial Advisor Investments 52

Integrity Financial Planning

MAY 30, 2023

Healthcare insurance is a crucial aspect of managing one’s health and finances. Coverage: Health insurance plans typically cover a range of medical services, including doctor visits, hospitalizations, prescription medications, and preventive care. [2] It’s important to consider the total cost of the plan when choosing one.

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Healthcare Retirement Medical Insurance 89

Good Financial Cents

OCTOBER 24, 2022

Life insurance is about making final provisions for your loved ones in the event of your death. But there’s more involved in those provisions than just life insurance. Types of Insurance Offered by Fabric by Gerber Life. How to Use Fabric to Shop for Life Insurance. How to Save Money on Life Insurance.

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Insurance Medical License Insurance Coverage 52

Million Dollar Round Table (MDRT)

JUNE 18, 2023

He’s an investment advisor representative and CFP with life and health insurance licenses. If you’re just another financial planner, investment advisor, wealth manager or life insurance agent, you’re faced with competition from hundreds — or thousands — of people who say they do the same thing as you.

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Financial Planner License Advertising Investment Advisor 79

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. Life Insurance. iv There are hundreds of specialized designations.

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Financial Advising Financial Planning Ethics Financial Services 98

Good Financial Cents

JULY 25, 2022

But did you also know that you may be able to prepare for the event by purchasing long-term care insurance? That’s why we’ve prepared this guide of the 7 best long-term care insurance of 2022. Our Picks for Best Long-Term Care Insurance. Ad Getting Long-Term Care Insurance allows you to know that you're protected as you age.

Insurance 52

Insurance Assets Planning Healthcare 52

Calculated Risk

AUGUST 2, 2023

And how much will the FHA insured loan limits change? A brief excerpt: With house prices mostly unchanged over the last year, an interesting question is: How much will the Fannie & Freddie conforming loan limits (CLL) change for 2024? First, there are different loan limits for various geographical areas.

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License Sales Insurance Numbers 96

NAIFA Advisor Today

DECEMBER 1, 2023

Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). As a second-generation veteran in the insurance industry, he has been serving and advocating for his community for 30 years. He also partners with insurance carriers to develop and introduce new health products.

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License Insurance Planning 59

Carson Wealth

APRIL 4, 2024

This is particularly important when managing things like life insurance policies because once the grace period is missed, the policy will lapse and coverage will end. I suggest putting together a folio file that you can store somewhere that is both safe and easy to access.

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Management Healthcare Medical Estate Planning 137

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. Insurance policies. Keep these photos somewhere secure, and make sure you have both physical and digital copies. .

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Food Insurance Certification Fee Only 104

Clever Girl Finance

JULY 29, 2023

Don’t forget about insurance 6. Obtain a business license 7. Do I need a license to clean houses? Don’t forget about insurance Like business registration, make sure you prioritize insurance when you’re researching how to start a cleaning company. Table of contents 1. Conduct market research 2.

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License Advertising Budgeting Clients 86

Calculated Risk

NOVEMBER 26, 2023

For 2023, the CLL for one-unit properties was set at $726,200, and for high cost areas the ceiling loan limit for one-unit properties was $1,089,300.

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License Insurance Sales 64

James Hendries

JULY 13, 2022

Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value. Insurance products are offered through LPL or its licensed affiliates. Insurance products are offered through LPL or its licensed affiliates.

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Investment Advisor Banking License Insurance 98

MazumaBusinessAccounting

JUNE 30, 2021

This can include purchases, leases, mileage, repairs, maintenance, insurance, etc. This includes health insurance as well as business-related insurance expenses, such as data breach insurance, liability insurance, property insurance, etc. Do you have to maintain a license for your job?

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Taxes Insurance Education Retirement 98

Clever Girl Finance

NOVEMBER 16, 2022

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. Such as having identity theft insurance and identity theft protection service, monitoring credit reports, etc. You can add a flag to your license to prevent fraud.

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License Accounting Insurance Medical 76

Clever Girl Finance

NOVEMBER 16, 2022

Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Also needed to fulfill life insurance policies, pensions, death benefits, etc. Remember this is different than a marriage license, which you don't keep. Examples include: Insurance documents.

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Certification Taxes Insurance Banking 95

NAIFA Advisor Today

FEBRUARY 27, 2023

Peg Fraser began her career in insurance and financial services selling health insurance part-time, but she soon found the same question coming up again and again from her clients. They asked if she could help with other types of insurance and financial planning. She wanted to do more.

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License Financial Services Insurance Financial Planning 52

NAIFA Advisor Today

AUGUST 27, 2023

She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders.

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Certified Financial Planner Financial Planner CFP License 52

Sara Grillo

AUGUST 26, 2024

Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. transgender male and female investors.

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License Certified Financial Planner Financial Advisor CFP 52

Good Financial Cents

DECEMBER 12, 2022

Additionally, the company’s website states that it uses “industry-leading security protection” and is FDIC insured. The company is FDIC insured and uses “industry-leading security protection.” The main functions they regulate include: Licensing. How does FDIC insurance protect me? Discipline.

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Investing Investments Portfolio Analysis Insurance 83

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. The insurance policies will lapse.

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Insurance Retirement Financial Advisor License 59

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Note: Ryan holds both insurance and FINRA licenses. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

MazumaBusinessAccounting

OCTOBER 29, 2021

Matt started the Matthew Bishop Insurance Agency 12 years ago. At the time, he was working as a district manager for RadioShack while selling life insurance on the side to generate some extra income. “They told me they didn’t want someone who could just sell insurance,” Matt says. “It’s my time.

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Insurance License Media Accounting 52

Trade Brains

NOVEMBER 11, 2023

Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Zee Entertainment Enterprises Particulars Amount Particulars Amount CMP (Rs) 262 Market Cap (Cr) 24,954 EPS (TTM) 1.17 Stock P/E (TTM) 0 ROE (%) 9.12 ROCE (%) 13.68 Promoter Holding (%) 3.99

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

MAY 14, 2024

Go Digit IPO Review – Company Overview The Company is one of the leading full-stack insurance Companies that leverage technology to innovate product design, distribution, and customer experience for non-life Insurance products. Cr customers who availed insurance benefits from since the Company’s inception in 2017.

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Insurance Commission License Management 59

James Hendries

AUGUST 23, 2022

Insurance products are offered through LPL or its licensed affiliates. Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value.

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Marketing Marketing Sales Economy 98

Sara Grillo

FEBRUARY 12, 2024

He says that he has proposed this to numerous CPAs he works with and they have all refused because it is too much work to go get a Series 65 license. Nothing in these materials may be construed as an investment, insurance, or financial recommendation. This will fall on deaf ears unless you really work closely with the CPA.

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Financial Advisor Consulting Clients License 105