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Financial Planning Month-October

October is Financial Planning Month

1 min read

Rob B. Wellendorf Presents on Day 2 of APC Impact Week

By David Lahoud on 10/20/21 7:30 AM

NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.

Topics: Life Insurance Professional Development Advanced Planning best practices
4 min read

How to Refocus Your Clients on What Matters to Them

By Elie Harriett on 7/16/21 8:37 PM

The purpose of an annual review is to make sure your clients remain focused on their goals and adjust accordingly. But every now and then, a client will call you mid-year asking to change something carefully prepared for them. You know what I’m talking about. A client you have known for a while. A reasonable man or woman. They come in and say they just heard about this great product on TV. They really want it. You stare at them, stone-faced. It came out of the blue. You are familiar with that product. You know it is not for them. But they are enthused about it. More importantly, they demand the product! What do you do?

Topics: Consumer best practices Financial Literacy

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