by PensionQuote Inc. | Oct 6, 2017 | blog, Industry News Links, PensionQuote Blog
Financial Friday: Get Your Clients’ Attention in Q4 “Let’s Discuss Ways To Reduce This Year’s Income Tax Right Now!” Now that’s a CTA (Call to Action) that will get your client’s attention; especially in the 4th quarter when many of your business owner clients are...
by Ileana Bravo | Dec 15, 2016 | PensionQuote Blog
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers— financial advisors and...
by Ileana Bravo | Dec 1, 2016 | PensionQuote Blog
Most of us are probably feeling bruised, battered, and confused in the heat of battle of this unprecedented election, with two diametrically opposed candidates duking it out to become leader of the free world. We are scrambling to choose wisely and pick a president...
by Ileana Bravo | Nov 1, 2016 | PensionQuote Blog
With the increased popularity of the Roth IRA Conversion over the last several years, many financial advisors are posing this question to their clients– “should you or shouldn’t you” convert your current Traditional IRA to a Roth IRA? What are the pros and...
by Ileana Bravo | Oct 1, 2016 | PensionQuote Blog
No, they won’t work forever, so with the current lackluster performance of the stock market, now is the perfect time to get creative in order to meet your clients’ retirement goals. It is critical to be sensitive to their desire to accumulate money quickly, save...
