Originally posted to LifeHealthPro | APR 09, 2015 | BY WARREN S. HERSCHWith tax season now in full swing, one question on the minds of advisors is how American workers due a tax refund this year intend use the money. The good news: more than half of them plan to save or invest it.So reports …
Retirement
Warren Buffet’s 8 Warnings for Investors
Originally posted to LifeHealthPro | MAR 04, 2015 | BY JAMES J. GREEN The annual letter from Warren Buffett to Berkshire Hathaway’s shareholders is a cultural touchstone. In the 2015 letter released Saturday, Buffett and his longtime partner, Charlie Munger, review not just the 2014 …
3 Reasons Why We Don’t Sell As Much Life Insurance As We Should
Originally posted on LifeHealthPro | MAR 04, 2015 | BY HERBERT K. DAROFFA key reason why we don’t sell as much life insurance as we should is that we continue to confuse our clients.A generation ago, clients had no residual value from their retirement plans. Life insurance was needed to provide a …