Market Insights

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Market Insights

How to make your wealth management practice more efficient

Thursday, August 26, 2021 at 12:00 PM ET

We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same?

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Market Insights

Technology ABCs for managing the XYZs

Wednesday, September 22, 2021 at 1:00 PM ET

We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients.

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Market Insights

Optimize cash-flow and life insurance with an immediate financing arrangement

Wednesday, January 26, 2022 at 1:00 PM ET

A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs.

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