Category: Finance

Jay Winestein discusses how Life Expectancy (LE) Credits can help sustain retirement income.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits/ Large-scale pensions rely on the idea of how long individuals live in large groups. Life Expectancy (LE) credits are a crucial part of this large group actuarial concept that can add significant value to an individual’s…

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Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.…

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Stephen Ross discusses how he serves his clients by making the best decisions on health Insurance.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance/ When making decisions about health insurance, people must consider their needs and preferences. They should consider the type of coverage they need (e.g., preventive care or chronic illness management) and whether they have…

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Jay Hummel discusses the best practices for financial planning firms that want to grow revenues with operational effectiveness.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-hummel-ceo-and-co-founder-of-wealth-advisor-growth-network-wagn/ Financial planning firms are in an ideal position to capitalize on growth opportunities with increased operational effectiveness. By following best practices for financial planning, firms can maximize their profits and minimize…

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The inflation rate today is widely reported and much discussed. Yet, the most commonly reported number, 12-month inflation, is too broad to determine where inflation is heading next.

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Steven Lippman discusses Fixed Indexed Annuities; listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities/ Steven explained: “Fixed-indexed annuities are popular retirement planning tools that offer several benefits. This type of annuity provides fixed income with the potential to earn interest linked to the rise and fall of stock market indices. By understanding the top five benefits of…

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Scott MacKillop discusses the top benefits of using a Turnkey Asset Management Provider for financial planning firms.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-scott-mackillop-ceo-of-first-ascent-asset-management/ Scott explained: “One of the major advantages of using a turnkey asset management provider is that they offer various services to help manage investments more efficiently. This includes research and analysis, portfolio…

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Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim early. Working with a financial professional is crucial in coordinating these types of benefits. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-social-security-claiming-options/ When deciding when to claim Social Security, it is crucial to understand the impact…

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Steven Lippman discusses Hybrid Life/Long-Term Care Asset Protection Plans. Listen to the interview on the Business Innovators Radio Network:   https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-hybrid-life-long-term-care-plans/ Steven explained: “Hybrid life long-term care plans offer a range of benefits, enabling individuals to remain independent and in control of their own financial lives for as long as possible.  Additionally, hybrid plans often provide additional features such as inflation…

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Stephen Ross discusses how he serves his clients by making the best decisions on term life insurance and able the new type of term life with living health benefits that can pay out while you are alive. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider/  When making decisions about term life insurance, one must consider their current…

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