Lead Marvels Dashboard

Video

Wednesday, November 20, 2024 FPA Live

FPA LIVE with Danielle Miura on Caring for Caregivers

Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.

Guide

Friday, October 4, 2024 Universal Financial Consultants

Is Premium Financing Dead?

Once a thriving strategy to help high-net-worth individuals (HNWIs) finance large life insurance premiums, recent market changes have caused many to question its future. But is it really dead, or is it simply evolving like a restless spirit?

Guide

Monday, August 19, 2024 Commonwealth

11 Estate Planning Missteps (and How to Avoid Them)

As you help your clients navigate their estate planning journey, you’ll need to be aware of potential pitfalls that can derail their intentions and wishes. Download this guide to help you anticipate common missteps before they become roadblocks.

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.

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?

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.

Guide

Wednesday, February 22, 2023 Commonwealth

The Ultimate Retirement Income Planning Guide for Advisors

Our free download helps you prepare your clients for the next phase of their life.

Research / Report

Monday, January 9, 2023 Universal Financial Consultants

How to Use Business Valuations as a Powerful Marketing Tool

Uncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.

Guide

Friday, December 16, 2022 Universal Financial Consultants

3 Big Ideas to Create More Client Conversations

Download this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!

Guide

Wednesday, October 20, 2021 FIA

2022 Social Security Fact Sheet

Approximately 70 million Americans will see a 5.9% increase in their Social Security benefits and SSI payments in 2022. See how these changes may affect your clients and prospects.

Research / Report