News & Articles
Recent updates and the latest guidance for the Financial Planning Profession
White Paper: Social Security, The Next New Trend For Financial Professionals
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The SECURE Act 2.0 and Its Impact on College Students and Recent Graduates
Society of Financial Service Professionals | December 04, 2023The SECURE Act 2.0 of 2022 made many changes that affect various segments of society, including young people. The purpose of this article is to address two major provisions of this new law which are meant to help college students as well as recent college graduates....
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The Benefits & Purpose of a Trust in Estate Planning
Society of Financial Service Professionals | December 04, 2023Clients frequently ask whether they should leave their assets in a trust. My answer: It depends....
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Don't Overlook Life Insurance in a Qualified Retirement Plan
Society of Financial Service Professionals | December 04, 2023Life insurance in its basic form is a death benefit to provide financial security to loved ones, those you care for or who are dependent on you — a way to instantly provide financial security. However, life insurance has evolved, taking on many forms and providing for many needs....
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Facing Fear and Building Confidence
Society of Financial Service Professionals | December 04, 2023How do you think confidence plays a role in overcoming fear and taking action? Have you ever practiced "fake it till you make it" to boost your confidence in a particular situation?...
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Family Office Regulation in Light of the Archegos Fallout
Society of Financial Service Professionals | December 04, 2023In late March 2021, Archegos Capital Management and its investment bank financiers started liquidating huge stock positions, causing significant turbulence in capital markets....
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Adaptive-Based Retirement Income Planning
Society of Financial Service Professionals | November 16, 2023Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning....
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Navigating New Insurance Considerations for Remote Businesses
Society of Financial Service Professionals | November 16, 2023Since the pandemic, more small and mid-sized businesses have embraced the flexibility of remote work on a permanent basis. However, many of these companies have not assessed how their risks have changed and what their insurance needs are in this new environment....
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Splitting the Difference: Why Careful Structuring and Regular Monitoring of a Split-Dollar Life Insurance Plan Might Benefit Employers and Employees
Society of Financial Service Professionals | November 16, 2023Split-dollar life insurance can serve a multitude of uses. In times of a tight and competitive hiring market, employers may consider split-dollar life insurance as one of many diverse strategies to attract and retain desired employees....
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Financial Strategies to Pay for College
Society of Financial Service Professionals | November 16, 2023In this webinar, CIT Education and Partnerships pro Cozy Wittman discusses how to create a strategy for paying for college and effectively surface the topic of the college budget with your child....
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The Increasing Demand for Standards of Care in the Sale of Life Insurance: ‘Back to the Future’
Society of Financial Service Professionals | November 16, 2023In 2020 alone, $3.33 trillion of death benefit was sold, although there is an anecdotal sense that as much as 50% of those sales was policy replacements rather than entirely new benefits....
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