The WA Cares Fund long-term care insurance mess: What next?
By Mark Maurer
2021 saw commotion around the WA Cares Fund, the first state-run long-term care (LTC) program. You need to track state LTC programs before your clients get stuck with no option other than state-mandated LTC insurance.

Auto insurance: what your clients need to know
By Aryn Bates
You spend countless hours researching the markets, identifying the best investment product for your clients’ assets, and planning for their retirement. Now, it’s time to do the same for auto insurance.

4 tips to improve your firm’s internship program
By Chloé A. Moore
Through the BLatinX Internship Inc., we have learned many valuable lessons about what makes internships both successful and memorable. Four major themes stood out, so if you’re looking to hire an intern, consider these tips.

Choosing the right income annuity for your client
By Rob Barnes
New products and distribution options are emerging for annuities as insurance companies continue to develop products to serve a growing market of RIA advisors.

Look outward, say conference keynoters
By Susan Weiner
Looking outward was a theme of the NAPFA Spring Conference’s three keynote sessions from Chris McIntyre, Kelly Decker, and Louie Gravance.

There are four ways that one can deal with risk: Avoid it, reduce it, transfer it, or accept it. As financial planners, one of our jobs is to help our clients understand that they have all four strategies at their disposal to deal with the various risks to their financial security. 

How to hire and use virtual support
By Susan Chesney
Financial advisors’ use of virtual support services has become even more pronounced since the pandemic made advisors realize that much of their work can be done remotely. Still, advisors may feel unclear about what type of help to hire and how to delegate if they are seeking virtual help.

Volunteer opportunities, DEI Training program, Marketing Playbook Trilogy,
upcoming events, and more in the May issue.

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