FPA Business Hub

Video

Wednesday, March 12, 2025 FPA Live

FPA LIVE with Kevin Clark and Daniel Yerger on FPA Retreat 2025

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

Wednesday, February 12, 2025 FPA Live

FPA LIVE with Annalee Kruger and Bob Mauterstock on Elder Care Planning

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.

Case Study

Tuesday, February 11, 2025 Universal Financial Consultants

How a Cash Balance Plan Helped a Business Owner Save $275K in Taxes

If you work with high-income business owners looking to reduce taxes and accelerate retirement savings, this case study is a must-read.

Guide

Monday, January 27, 2025 Emry Health Concierge

Health is Wealth When it’s Managed with Care

As a wealth or family office manager, you're already committed to safeguarding your clients’ financial well-being. Now, you can help them navigate the intricate challenges of healthcare that directly impact their overall quality of life.

Guide

Friday, December 6, 2024 Commonwealth

4 Key Drivers to Launch Your Enterprise Transformation

Expanding your business requires more of everything—including assets, staff, and time—to meet your ambitious goals. Discover the four key drivers that turn advisory firms into thriving enterprises.

Video

Wednesday, November 20, 2024 FPA Live

FPA LIVE with Danielle Miura on Caring for Caregivers

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

Friday, October 4, 2024 Universal Financial Consultants

Is Premium Financing Dead?

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?

Guide

Monday, August 19, 2024 Commonwealth

11 Estate Planning Missteps (and How to Avoid Them)

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.

Guide

Monday, June 24, 2024 Universal Financial Consultants

The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning

Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.

Guide

Tuesday, May 14, 2024 Commonwealth

5 Steps to Tailoring Estate Planning Strategies

No two clients are alike, and neither are their estate planning needs. Digging into the intricacies of each client’s situation is key to tailoring solutions that align with their goals and values.

Infographic

Thursday, April 11, 2024 Commonwealth

7 Ways to Position Yourself to Serve High-Net-Worth Clients

As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?

Guide