Sep 20, 2017
Going through a divorce is a stressful and emotional endeavor. For many, it’s also the single largest financial event they will experience in their life. Yet, many people don’t receive the proper guidance when it comes to separating assets. This presents a great opportunity for advisors to demonstrate their...
Sep 6, 2017
The tax-exempt retirement plan market is large and widely underserved. In the U.S., there are tens of thousands of health care and social services organizations, governments, churches, and private education institutions that need access to good advice when it comes to retirement plans. For advisors who already have...