Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution of a new fee-based fixed indexed annuity with optional guaranteed income rider is now available through its organization. Read Full Article
“As part of our commitment to uphold the DOL new fiduciary rules, we thoroughly screen available products in the marketplace to ensure recommendations follow ‘best interest’ standards,” said Dave Alison, CFP® and founding partner for Prosperity Capital Advisors. Read Full Article
Advisers spend a great deal of time helping clients transition to retirement, but how should they deal with the end of their own careers? Read Full Article
On the long commute to a client’s office in northern New Jersey, the traffic was humming, leaving me the freedom to organize my thoughts. As I often did before a meeting, I anticipated objections and visualized successful outcomes. Read Full Article
An historic reluctance to deal with federal regulators is apparently slowing the ability of the insurance industry to properly comply with the Department of Labor’s new fiduciary standard as of the April 2017 deadline. Read Full Article
Six independent marketing organizations, or IMOs, have applied to the Department of Labor’s Office of Exemption Determinations to become a “financial institution.” Read Full Article
The greatest piece of advice I could provide is to create and document or plug into an existing proven, streamlined and documented financial planning process that is repeatable for each client you work with. Read Full Article
Eric Roberge, founder of Beyond Your Hammock, a Boston registered investment adviser, says that he uses virtual discussions for 95% of client and prospect meetings, citing their flexibility. Read Full Article
The government’s last jobs report gave the Federal Reserve’s rate-setting panel a jolt that set off worries about the health of the job market. Read Full Article
MDRT member Jason Smith offers tips for preparing for compliance with the U.S. Department of Labor’s fiduciary rule. Read Full Article