In this day of instant information and overwhelming choice, it’s tempting to go straight to the source for things. Instead of shopping retail, people go online to buy wholesale, for example. That method can have its benefits, when you’re dealing with something as simple as price. But as financial advisors know well, when you’re working […]
Americans holding universal life insurance policies may get an unpleasant surprise from their insurers in the next few months, if they haven’t already. According to the Wall Street Journal, many major insurers are raising the premiums on universal life insurance policies that they sold as many as 20 or 30 years ago. This means that […]
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 […]
When an aging parent or other loved one needs full-time care, many of us feel duty-bound to become a family caregiver. This can be especially true for adult children of ailing parents – after all, our parents took care of our every need for years. Don’t we owe them the same thing? Choosing whether or […]
Whether or not you keep your New Year’s resolutions past January this year, there’s something to be said for taking the time to reflect, regroup, and make some plans to move yourself forward in the new year. In addition to the usual worthy resolutions having to do with eating better, exercising more, and spending more […]
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. 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 […]
Do you have a financial advisor, insurance professional, accountant, or other finance guru somewhere among your friends and family? If so - or if you are one yourself - you know it can be hard to find a gift that plays into their love of numbers, math, or economics without being just plain old boring. […]
Whether our caregivers are professionals, like nurses or home health aides, or family members, like spouses or adult children, their jobs can often be difficult, even thankless. Professional caregivers have to develop that special balance of warmth, compassion, and practicality that allows them to do their jobs well, while still maintaining their own separate home […]
Depending on your level of creativity and how much you like shopping, deciding on client gifts for the holidays can be either a welcome interruption of your everyday tasks, or a dreaded assignment that you feverishly pass off on your partner or administrative assistant. And while passing it off is, of course, a perfectly fine […]
