Listen to this replay of this interview from the Your Life. Your Legacy. Podcast. We talked about getting to know your clients well, as well as tips for opening the door to client relationships. We also discussed the value of a good financial advisor relationship and the advantages of using technology for negotiation.
Because September is life insurance awareness month, it is important to remember to stay organized and on top of your life insurance policy. Being proactive is the best way to avoid problems with your policy that your loved ones could inherit otherwise.
Life insurance can seem ugly at the initial thought of it but in reality, it offers serious protection for your close loved ones. If you have a family that depends on your income to live comfortably, life insurance should be considered.
Choosing an executor for your will is no simple task. Here are some traits to look out for & tips to consider when choosing the right executor for you.
If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself.
Life insurance is vital to protect your family or business. Permanent life insurance is not as popular as term life insurance but for some unique situations it may prove useful.
Life insurance is vital to protect your spouse, children, or business. This episode explains the benefits, drawbacks, & details of term life insurance is.
In the case of a medical emergency or accident, you should be prepared for the worst. Learn about how having a living will & a durable power of attorney are can keep you and your loved ones prepared in the scary event that you can no longer have the ability of making decisions.
Thanks to FDIC & SIPC Insurance, you can feel safe knowing your bank account or brokerage account is protected in the extremely rare event your bank or brokerage firm goes out of business. However, these insurance policies do not affect the loss or gain from an investment. Learn more in this episode of Simply Financial. Learn about how FDIC & SIPC Insurance works and how it protects you.
Chris interviews Alina Trigub, CEO of SAMO Financial, on what real estate syndication is and how its different than building a portfolio of real estate investments on their own.
Chris interviews Envoy Mortgage executive, Gwen Bade on what a Non-QM is and how to get approved for a mortgage.
Chris goes over the 7 wealth building rules you should think about when investing in real estate.
Chris interviews Estate planner, Michael Giardina, about what you need to know about planning your estate.
This episode seeks to explain why its important for women to have life insurance. Women have more financial responsibilities now than ever before.
Chris interviews Nick Raithel, real estate investor, on real estate investing tips, views, and recommendations.
Chris talks about some take-aways and considerations to think about when choosing life insurance.
Chris interviews Michael Giardina on estate planning strategies & timelines.
Chris talks about some take-aways and considerations to think about when choosing life insurance.
Chris interviews attorney Eric Millhorn about basics in estate planning.