Teachers, government workers, healthcare professionals—for people in these professions, continuing education is part of the job. While continuing ed (CE) has always been important in order to keep skills and knowledge fresh, you could say that today it’s even more vital. After all, the rate at which we’re coming up with new approaches and best […]
As a senior, you’ve been working with your finances for decades. Managing your budget, saving for retirement, putting your kids through college—you planned and saved for years, and now you’re reaping the rewards of that financial responsibility. However, becoming a senior and going from the working world to that of retirement doesn’t mean you can […]
When planning how much money to save for retirement, there are certain factors people think of right away. Lifestyle is a big one—how much money do you need to maintain the lifestyle you’re accustomed to? Health is another—are you relatively healthy, or is long-term care something you know you’ll need in the near future? One […]
This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]
Unless you’re a finance geek—like all of us here at Ashar—there’s not a whole lot about managing one’s finances that could really be called “fun.” Monitoring investments, keeping track of bills and taxes…for most people, that’s more obligation than choice.
This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]
This post is part of our series for advisors to pass to their clients. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of their life. We all want to know that when our time comes, our […]
We know that as a financial advisor, you want the best for your clients. And when it comes to older clients, advisors can feel especially protective. After all, you’re managing not just their money, but possibly the legacy they’ll leave their family, or their ability to cover long-term care or assisted living for themselves or […]
Any X-Files fans out there? I don’t know about you, but I still enjoy catching reruns of this classic show about two FBI agents whose job it is to investigate supernatural occurrences, aliens, and UFOs. If you’ve seen any episodes yourself, you probably know a decent amount about Unidentified Flying Objects. In the show, they’re […]
get a secondary opinion® With more scrutiny on advisors and their fiduciary responsibilities regarding life settlements, there are a few things you can provide to a client when they come to you with questions about their policy options. These five tips will help you to find your client maximum profit during the life settlement process.
