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Guide
Is Premium Financing Dead?
Friday, October 4, 2024 Universal Financial Consultants Once a thriving strategy to help high-net-worth individuals (HNWIs) finance large life insurance premiums, recent market changes have caused many to question its future. But is it really dead, or is it simply evolving like a restless spirit?
Video
FPA LIVE with Aaron Coates, CFP®, on Founding FPA NexGen
Wednesday, October 2, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
FPA LIVE with Candace DeLuca and Diane Souder on Positive Community Impact
Monday, September 16, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Maximizing Productivity: Business Management Solutions for Accessing Multiple Applications
Thursday, September 5, 2024 FIN Compliance This guide outlines how firms can integrate Single Sign-On (SSO) with a unified business management portal to streamline access to key applications like CRM, project management, accounting, and HR, enhancing efficiency and security.
Video
FPA LIVE with Matt Halloran on Influence Marketing
Wednesday, August 28, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
White Paper
The Strategic Use of Life Insurance in Divorce Settlements for High-Net-Worth Clients
Tuesday, August 27, 2024 Modern Life Navigating a divorce among high-net-worth clients requires intricate planning to ensure financial stability and equitable asset distribution. This white paper delves into how life insurance can serve as a tool to secure financial obligations.
White Paper
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
Friday, August 23, 2024 Modern Life Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
Guide
11 Estate Planning Missteps (and How to Avoid Them)
Monday, August 19, 2024 Commonwealth As you help your clients navigate their estate planning journey, you’ll need to be aware of potential pitfalls that can derail their intentions and wishes. Download this guide to help you anticipate common missteps before they become roadblocks.
Video
FPA LIVE with Marybeth Breed on the Impact of Pro Bono Financial Planning
Wednesday, August 14, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
FPA Live with Daniel Pink
Wednesday, August 7, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
8 Steps to Client Retention for Breakaway Advisors
Wednesday, July 31, 2024 Commonwealth There’s a lot to plan when starting your own firm, including how you’ll communicate with and carry over your clients. These eight steps will help guide your client interactions before, during, and after transition.
Video
FPA Live with Nicole Casperson of Fintech is Femme
Wednesday, July 24, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.