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Best Podcasts for Financial Advisors

Feb 18, 2016

With so much entertainment available to us today, there’s no reason to get stuck in a routine of listening to ridiculous radio morning shows or the yawning through the news during your morning commute. Instead, why not try a podcast? There are literally thousands of great podcasts out there, covering almost any topic you can […]

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How a Life Settlement Can Help You Improve Your Clients’ Finances in 2016

Feb 12, 2016

As a financial advisor, you’ve probably set a few goals that you’d like to achieve in 2016. Maybe you want to attract more Millennial clients. Maybe you want to become more tech-savvy. Or maybe you want to invest more in your own professional education, by reading great books or varying the way you fulfill your […]

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Three Belated Resolutions for Baby Boomers

Jan 29, 2016

Whether or not you have remained true to the New Year’s resolutions you set at the beginning of the 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.  As a boomer, now is a good time to take a […]

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Planning for 2016 as a Retiree

Jan 28, 2016

When you’re retired, the start of a new year can mean all sorts of things. Perhaps this is the year you’re taking that big trip you’ve been looking forward to. Maybe you’ve got a new grandchild on the way, and you’re planning on helping out for a month or two. Or maybe you’re starting a […]

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Wall Street Journal: Insurance carriers raising universal life insurance rates

Jan 14, 2016

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 […]

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Should You Become a Family Caregiver? 4 Questions You Should Consider

Jan 06, 2016

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 […]

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4 New Year’s Resolutions for Financial Advisors

Jan 04, 2016

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 […]

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Year-End Financial Tips for Retirees

Dec 31, 2015

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 […]

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The Best Continuing Education Opportunities for Financial Advisors

Dec 10, 2015

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 […]

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Our Top Five Financial Tips for Seniors

Dec 08, 2015

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 […]

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