If you have a client who’s considering a life settlement, chances are you have some research you’re doing. It’s not always clear whether a life settlement is in the best interest of your client, or even whether a life insurance policy will qualify for this kind of financial solution. That’s why we at the Ashar […]
Most of us in the financial world are familiar with Russell Conwell's famous Acres of Diamonds speech. Conwell, a Civil War captain and the first president of Temple University, delivered this speech thousands of times beginning in the 1880s, earning millions of dollars in speaking fees (the profits of which he sent back to Temple, […]
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 […]
If you caught our “Filling the Bookcase” article from back in June, you know that we at the Ashar Group love a good book — especially if it helps us continue to get better at what we do. With summer on its way out, we thought it was time to offer up a few more […]
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 […]
This post is part of our series for advisors to pass to their clients to help them understand life settlements. 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. Aging has plenty of benefits: […]
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 […]
