Wealth management news October 2012

Practice

Leverage Life Insurance to Leave a Lifetime Legacy

By helping clients leverage life insurance capabilities, financial advisors, CPAs and other wealth management professionals can significantly magnify the impact of their charity.
Practice

Help Your Clients Kick the Debt Habit

Each household in America carries roughly $114,000 in debt ($13 trillion divided by the total number of households counted in the 2010 Census). Whether you cater to the affluent or have a lower-income client base, debt is a reality for nearly all of your clients.

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