As the current year draws to a close, many financial advisors are busy planning for the one to come. For many advisors specializing in retirement planning, that means building their client base, learning new skills, or venturing into new financial territory. If you’re looking to attract more retirement clients in 2018, here’s a checklist to […]
Experienced financial advisors have handled all sorts of situations throughout their careers. From weathering economic ups and downs, to helping individual clients with unusual life circumstances or needs, financial advisors know that versatility and a wide knowledge base are key to earning and retaining their clients.
As a responsible financial advisor, you know that protecting your client’s best interests throughout a life settlement requires working with a licensed life settlement broker. But once you’ve decided to work with a life settlement broker, how do you decide on the right one? Here are a few guidelines that can help you ask the […]
Two provisions in the Tax Cuts and Job Act Law of 2017 (TCJA) have captured the attention of planners and fiduciaries working with senior clients. As a result, Ashar Group is receiving a flood of inquiries from estate planners wanting to know the fair market value (FMV) of life insurance policies owned by their high […]
Rising longevity and a stagnant economy over the past several years have combined to create an uncomfortable reality for many adults in their middle age. While they’re still providing for their own children, they’re often also providing care for their aging parents. This is why so many experts have taken to calling people in their […]
Are you inadvertently ignoring one of your clients’ biggest assets? Houses, trusts, businesses, retirement funds, and other equities - doubtless, you’ve discussed each of these assets with your clients at length. But what about their life insurance policy? Despite the fact that life insurance is an asset, many financial advisors, not to mention policyholders, don’t […]
Becoming a full- or part-time caregiver to a loved one may have been something you saw coming years ago, or it may have been a sudden surprise. Whether or not you prepared yourself for the possibility that someone you love would need your care, caregiving can come with a whole lot of uncertainty. How will […]
The start of a new year is always a great opportunity to reevaluate and recharge your business, whether that means adopting new technologies or learning about a new industry niche. Continuing to grow and evolve is especially important for those in the insurance industry, as the industry itself is changing from year to year. Here […]
