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Guide

Monday, June 24, 2024 Universal Financial Consultants

The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning

Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.

Guide

Tuesday, May 14, 2024 Commonwealth

5 Steps to Tailoring Estate Planning Strategies

No two clients are alike, and neither are their estate planning needs. Digging into the intricacies of each client’s situation is key to tailoring solutions that align with their goals and values.

White Paper

Friday, May 3, 2024 Clarity Benefit Solutions

Why Benefits are Right When Money is Tight: Making the Link Between Employee Benefits And Employee Financial Wellness

The role of a benefit advisor is crucial in helping employers select the most suitable benefits for their employees. By investing in the right mix of benefits, employees can experience reduced financial stress. This not only benefits employees but also leads to a more content and productive workforce for employers. A knowledgeable broker or benefits advisor can significantly enhance the value they offer by providing informed guidance on benefit selection.

eBook

Thursday, April 11, 2024 C2P

Advisor Career Path & Compensation Models

Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.

Infographic

Thursday, April 11, 2024 Commonwealth

7 Ways to Position Yourself to Serve High-Net-Worth Clients

As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?

On-Demand Webinar

Monday, March 11, 2024 C2P

Win Business Through Tax Management

Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.

Guide

Tuesday, February 13, 2024 Commonwealth

Recruiting and Mentoring Next-Gen Advisors: A Q&A With Commonwealth

Are you eager to secure long-term growth for your practice? If so, consider adding a next-gen advisor to your team. It’s a strategic move that can open new doors to both client and revenue growth.

eBook

Thursday, February 8, 2024 C2P

How to Increase Your Competitive Advantage with Tax Planning

If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!

eBook