How to Choose the Right Homeowners Insurance Company 2023
There are a few things to keep in mind when you’re shopping for homeowners insurance. Here are a few tips...
life insurance
No Medical Life Insurance
Today, I took a call from a lady. She wanted life insurance. But there was one condition. It had to...
Why RIAs Can't Ignore Direct Indexing in 2023
“The number of tax-smart transitions, using tax loss harvesting to automatically move client accounts into model portfolios, has reached record...
Dreading open enrollment? You’re not alone
Many working adults view open enrollment as a chore to be endured rather than as an opportunity to improve their...
How to commit fraud wearing T shirts and shorts: A Case Study of FTX (Part 2 of 2)
In Part 1, we covered how Futures Exchanges are supposed to work, and how they earn their keep in an...
What is evidence of insurability?
Quick Facts Evidence of insurability (EOI) is proof of good health to determine eligibility for particular insurance coverage Your insurer...
How to Get the Best Homeowners Insurance Rates
There are a few things you as a consumer can do to get the best homeowners insurance rates. The first...
How to Sell Your Life Insurance Policy–Maximize Your Return!
Whether you want to sell your life insurance policy or you are trying to find out how to sell your...
Life Insurance With Underactive Thyroid
see here for life insurance with an overactive thyroid (hyperthyroidism) Can I get Life Insurance With Underactive Thyroid (Hypothyroidism)?...
CFP Board to Conduct First-Ever Review of Competency Standards
The Certified Financial Planner Board of Standards said Tuesday that it plans to form a Competency Standards Commission next year...
