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Research and insight from retirement and risk experts at Larkspur-RiXtrema

15 Weekly Stats for Financial Advisors: Week of April 8, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Maryland Fiduciary Bill Rejected by Lawmakers

Another great incentive initiated by the state of Maryland is rejected by the lawmakers of the state. The bill that was...

Case Study: Eliminate IRA Rollover Worries for Your Clients

The Ask When your client asks “What do I do with the money in my 401 (k) plan when I...

Suggested New Client Questions for Financial Advisors

There are a lot of questions must be asked by advisors when they meet with a qualified prospect or a...

15 Weekly Stats for Financial Advisors: Week of April 1, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Here’s Why Financial Advisors Should Not Overlook Generation X

In the recent white paper titled, “Neglected Generation” from Cerulli Associates it is argued that the entire generation, Generation X, has...

Everyone wants helicopter money. Don’t you? (Part II of Mad Cats, Free Dollars & Policy Fat Cats)

We finished part 1 of Mad Cats, Free Dollars & Policy Fat Cats with this quote that shows the core...

Case Study: Compare Your Fees to Other Advisors in Your Area Using Fee Benchmark Hidden Tool

The Ask Looking for opportunities to create best proposals for your prospect may be tough in terms of pricing, and...

Case Study: Shining a Light on Revenue Sharing

The Ask It’s practically the norm for the fees on many 401(k) plans to be anything but straightforward. Indirect compensation...

Pros and Cons of State Fiduciary Rule Initiatives

In 2019 with the DOL’s fiduciary rule in the ground, individual states are starting to pick up the mantle. Is...