How To Help Clients Better Understand Your Insurance Design
Do you ever get a cool idea for an extra comparison page or presentation that may help close a case? Or perhaps it could answer an objection that your client […]
Client Expectations: Investment and Risk Management
The research firm, Spectrem Group conducted a study of wealthy investors in 2021. They asked these investors what services they received from their financial advisory\wealth management companies, as well as […]
Alcohol Consumption and Underwriting
April is National Alcohol Awareness Month and is meant to help increase knowledge about the use and abuse of alcohol in the United States. Alcoholism is one of our country’s […]
Annuites & Planning for Longevity
In addition to the many life challenges that your clients will face in retirement, their retirement plans may also be subject to market and financial risks. From a financial perspective, […]
How to Avoid Taxes on Capital Gains, Dividends, Distributions, & at Death
Early each morning, I usually read financial articles and recently came across one by SmartAsset™ entitled How to Avoid Capital Gains Taxes: Helping People Make Smart Financial Decisions. This article […]
When your Dutch Mother in Law is visiting from Europe and World Cup is happening …
#GoUSA #family #worldcup2022
Gonzalo M. Garcia, CLU on LinkedIn: #GoUSA #family #worldcup2022
When your Dutch Mother in Law is visiting from Europe and World Cup is happening ⦠#GoUSA #family #worldcup2022...
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Coming from a firm such as EY one would attach a lot of credibility to this study. The insurance profession needs to provide support and additional research to promote this message TOGETHER with the investment advisory community. T… https://lnkd.in/eypZq2VS
Gonzalo M. Garcia, CLU on LinkedIn: Study finds integrating insurance products boosts value to investors
Coming from a firm such as EY one would attach a lot of credibility to this study. The insurance profession needs to provide support and additional re...
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Good morning! What are you grateful for today? #gratitude
Gonzalo M. Garcia, CLU on LinkedIn: #gratitude #dcsunrise
Good morning! What are you grateful for today? #gratitude #DCsunrise
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Our very own Dennis Bartos, PA will be speaking at the NAEPC Association Conference on November 17th at 7:00 am! Watch his introduction video on #NAEPC's YouTube Channel HERE:
https://www.youtube.com/watch?v=0kUv71O8dck
#insurance #estateplanning
If you, as an investment advisor, are looking for a No-Load Life Insurance solution for your wealth management clients, join us for this webinar. Buy term and invest the rest - NO LOAD AND TAX DEFERRED. #taxplanning #clientfirst #… https://lnkd.in/eTUqGiXP
Gonzalo M. Garcia, CLU on LinkedIn: Welcome! You are invited to join a webinar: A VUL Solution Designed
If you, as an investment advisor, are looking for a No-Load Life Insurance solution for your wealth management clients, join us for this webinar. Buy...
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