ChristyJan 11, 20222 minForget Fundamentals and Efficiencies. Is Reddit the Answer?“Each generation imagines itself to be more intelligent than the one that went before it, and wiser than the one that comes after it.” As...
ChristyDec 20, 20212 minA Guide To Year-End Planning For AdvisorsDon’t let the restored in-person holiday bustle and focus on year-end planning for clients, detract from your year-end business planning!...
ChristyDec 7, 20212 minAdd Anticipation to Your Client GiftingDuring a recent business trip, we received notice that a FedEx package had to be signed for by a 21-year-old recipient. A welcome...
ChristyNov 22, 20211 minWhy You Need To Be Insurance Savvy or to Partner with Someone Who IsThe Consolidations Appropriations Act of 2021, enacted at the end of 2020, contained a noteworthy change to how life insurance contracts...