The Federal Reserve raised their target rate today, but higher rates aren’t necessarily bad news for investors. With these insights, we can help you explain what’s going on to your clients. Learn more.
4 Planning Ideas for Seasonal Giving
For many clients this season, charitable giving may be top of mind. Financial advisors should consider discussing with prospective donors the use of life insurance within an overall gifting strategy to enhance their charitable giving plans. Read More.
Paying for College — A Practical Guide for Families, 2016 Edition
For families trying to understand the complex world of financial aid — from grants and scholarships to federal loans and work study programs — this guide will help them make informed decisions about when, where, and how to assemble a financial aid package that meets their needs. Read More.
Student Loan Repayment — Options to Pay off Debt
71% of the class of 2015 graduated with student loan debt, as compared to 54% twenty years earlier. This guide helps families understand how various types of student loans can be repaid, and, in some cases, even forgiven. Read More.
Step-By-Step Guide Leads You to an LTCi Sale
Before you can offer a solution, you need to know the problem. In other words, what’s keeping your prospective clients up at night? These materials can lead you to that LTCi sale.
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The Federal Reserve raised their target rate today, but higher rates aren’t necessarily bad news for investors. With these insights, we can help you explain what’s going on to your clients. 
For many clients this season, charitable giving may be top of mind. Financial advisors should consider discussing with prospective donors the use of life insurance within an overall gifting strategy to enhance their charitable giving plans. 
For families trying to understand the complex world of financial aid — from grants and scholarships to federal loans and work study programs — this guide will help them make informed decisions about when, where, and how to assemble a financial aid package that meets their needs. 
71% of the class of 2015 graduated with student loan debt, as compared to 54% twenty years earlier. This guide helps families understand how various types of student loans can be repaid, and, in some cases, even forgiven. 
Before you can offer a solution, you need to know the problem. In other words, what’s keeping your prospective clients up at night? 
