And Then What? How to Turn Prospects into Clients

Posted by Sarah Howes

March 21, 2018 at 1:30 PM

Your marketing efforts are designed to create brand awareness and engage with your target audience. But how can you effectively use those efforts to turn prospects into clients? I’m going to help you identify ways to do just that—and it all begins by writing down the prospect journey.

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Topics: Marketing

Podcast 101: The Basics of Starting Your Own Podcast

Posted by Patricia Deschineau

March 20, 2018 at 10:00 AM

It’s no secret that we are living in a digital age. The number of people who receive their news and information from blog posts, social media, and podcasts continues to increase, and podcasts in particular have seen significant growth in recent years. According to the State of the News Media, 2 out of every 5 Americans have listened to podcasts, and Edison research shows that people ages 18–34 tune in the most.

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Topics: Marketing

Trends in Estate Planning: How Safe Are Irrevocable Trust Assets?

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

March 14, 2018 at 1:30 PM

One of the primary goals of estate planning is to minimize income and estate taxes while efficiently transferring wealth to the next generation. An oft-used means of achieving this goal is the irrevocable trust, which removes transferred property from the grantor's estate. But just how safe are irrevocable trust assets?

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Topics: Estate Planning

Trust Planning and IRAs: Helping Your Clients Safeguard Their Assets

Posted by Whitney Drechsler, JD

March 13, 2018 at 10:00 AM

The Supreme Court’s 2014 ruling in Clark v. Rameker (2014) had a rippling effect on the financial planning industry and the way advisors address IRA beneficiary designations. The ruling determined that inherited IRAs are not “retirement funds” under federal bankruptcy law, which means that, unlike with retirement accounts, these assets are accessible by potential creditors. This precedent-setting decision continues to have a meaningful effect on estate planning strategies for IRAs.

To guide you through this area of asset protection planning, I’ll discuss the impact this ruling has had on trust planning and IRAs, as well as how you can help your clients safeguard their assets and accomplish other estate planning objectives.

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Topics: Estate Planning

Required Minimum Distributions: A Primer for Financial Advisors

Posted by Steve Johnian

March 7, 2018 at 1:30 PM

As you are likely aware, there are varying rules when it comes to required minimum distributions (RMDs) from retirement accounts—both IRAs and qualified plans. As you also know, for your clients who have reached the age when they need to start taking retirement income, these rules can be quite confusing. To help you provide some clarity to your RMD conversations, I’ve created this brief primer that answers common questions, highlights frequent scenarios, and points out errors to avoid.

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Topics: Retirement Consulting

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