"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
"The evidence and research clearly show that the best time to get a reverse mortgage is when you are earlier in retirement." - Harlan Accola, Fairway Independent Mortgage Corp
[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute
[Professional providers of financial advice should look carefully at the history of innovation since it can provide a proven and much needed roadmap for their future.
Historical background, revealing context and prescient vision were presented on blockchain and Bitcoin at a recent TampaBay Conference entitled, “The Past, Present and Future of Blockchain and Crypto”.
.jpg)
