Category: Finance

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…

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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…

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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…

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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…

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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. …

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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…

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Josh Millang discusses IRA Maximization Concepts.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-ira-maximization-concepts/ Maximizing an IRA is a smart financial move that can help people build economic security for themselves and their families. There are several strategies they can use to maximize the potential of their…

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On a recent episode of Megabucks Radio with Nina Hershberger, Registered Investment Advisor, Alan Porter, discussed the value of life insurance products to reduce or possibly eliminate both debt and taxes. This sets people up to have more spendable income now and in the future for a tax-free retirement.

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