For 25 years a successful life insurance agent, Mr. Weber was the co-developer ... at Berkeley's Program in Personal Financial Planning. From 1993 through 1998, Mr. Baker served as Adjunct ...

Wondering if the LLQP course is essential to your career as a financial planner? Check out this guide to find out how it can push your career to the next level ...

financial planners can help you set out a blueprint for your purchase. In life insurance, it's easy to get "sold a bill of goods." Many life insurance agents pass a state test to be thrown into ...

The reality is that life insurance is meant to cover ... At age 26, I earned my CERTIFIED FINANCIAL PLANNER™ certification. I also hold the IRS Enrolled Agent license, which allows for a unique ...

When it comes to life insurance, there’s no one-size-fits-all solution. According to Coarts, working with an independent broker or agent is a good idea, as it lets you shop around for different ...

When it comes to choosing an insurance agent or broker ... programs and policies. Retirement Planning for Couples: How to Plan to Be So Happy Together Planning for retirement as a couple is ...