Everyone in our industry seems to be fixated on “value”. You hear these ad nauseam – valued advice, valued proposition, value creation, value-added. Even the no longer unique phrase “unique selling proposition” is basically about the value of being uniquely different. But what exactly is “value”?
Getting down to the ABCs of planning for retirement
In most cases, if a person is prudent with his spending, he can achieve the first two easily. It is the third priority that is a challenge to many. How do you determine how much money you will need for retirement?
Life Insurance As a Wealth Planning Tool
It is an asset class that can add value to any portfolio and meet life’s changing needs.