Jan 22, 20234 min readLife InsuranceAre you a Fee-Only Planner? Connect with BC Brokerage for Your Clients’ InsuranceWEALTHTENDER.COM Disclaimer: To make Wealthtender free for our readers, we earn money from advertisers, including financial pros/firms
Sep 21, 20211 min readLife InsuranceInsurance Myth #3False! You can (and should!) advise clients on what types of products they should purchase, how much they should purchase, what companies...
Sep 14, 20211 min readLife InsuranceInsurance Myth #2This should be pretty obvious (especially if you've followed us the last 1.5+ years!), but it’s worth saying: this is a myth! The terms...
Aug 29, 20211 min readLife InsuranceInsurance Myth #1In order to be fee-only, you and all related parties including the firm that you work for must be fee-only.
May 24, 20201 min readAnnuitiesAnnuity 101 - What are annuities? What are annuities? We've all heard about them - what's the good, what's the bad, who are they for?