A Medicare Do-Over? It Might Be Available to Some of Your Clients—But Act Fast

Posted by Anna Hays

January 30, 2019 at 1:30 PM

We’ve all been there—we make a decision we wish we could take back, or we go down one road when we should’ve taken another. Sometimes there’s no going back, but when it comes to Medicare, you may be able to offer your clients a solution. If your clients enrolled in a Medicare Advantage plan last year and have doubts about whether it’s the right health insurance for them, you can help them facilitate a Medicare do-over during the new open enrollment period—but you’ll have to act fast, as the window isn’t open for long.

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Topics: Retirement Income Planning

The College Planning Value-Add: Mastering Financial Aid Eligibility

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

January 29, 2019 at 10:00 AM

If you work with clients who are parents—whether their kids are young or entering high school—you will inevitably find yourself having conversations about funding college education. Many families are dependent on financial aid programs to make higher education attainable. So, how can you help? By becoming a resource for your clients during the first step they will need to take to determine their financial aid eligibility: the free application for federal student aid (FAFSA).

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Topics: Education Planning

Why Giving Back to Your Community Matters—for You and Your Business

Posted by Patricia Deschineau

January 23, 2019 at 1:30 PM

It’s absolutely true: spending time giving back to your community can provide tremendous benefits—not just for the people and organizations you are helping, but for your personal well-being and even for your business.

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Topics: Marketing, Practice Management

Top Marketing Trends for 2019 for Financial Advisors

Posted by Sarah Howes

January 22, 2019 at 10:00 AM

Sophisticated marketing is informed, differentiating, and impactful, and it can take you farther than relying solely on referrals and seminars. Want to make this year your firm’s best year yet for client acquisition and retention? Pay attention to these top marketing trends for 2019.

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Topics: Marketing

Want to Add More Client Assets? Just Ask!

Posted by Kristine McManus

January 16, 2019 at 1:30 PM

New clients are the lifeblood of a thriving practice. Yet, I find that many advisors focus too intently on their prospecting activities and fail to take advantage of the opportunities for business growth sitting right across from them: their existing clients.

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Topics: Practice Management

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