Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Snow is a 20-year veteran financial and estate planner, who has more than 10 years experience in assisting federal employees.Snow says the federal and postal employee market ? consisting of more than. 2.5 million workers ? is often overlooked by the financial planning community.
U.S.
federal government employment statistics indicate that approximately 50% of federal workers will be eligible to retire in the next five years.
"The opportunity in this market for financial planners is a goldmine. Thousands of federal employees have $500,000 or more invested in a 401(k)-like savings plan.
These are funds that can be rolled over into other investment options at retirement," Snow states.
Snow also points out that in addition to investment options, federal employees face many important decisions regarding health, life and long-term care insurance options, as well as special tax considerations.CFEBS training courses ? offered by independent study or conducted on-site at financial service firms -- provides professionals with numerous helpful training materials.
The materials include resources to help the professional identify the retirement needs of federal employees, as well as strategies on the best ways to reach potential clients in this market.Snow states that hundreds of financial professionals now hold the CFEBS certification or are enrolled in the course, which was first offered in 2003.
Information on the CFEBS program can be found at http://www.FEBSI.com or by calling FEBSI at 1-800-696-3505.???? Federal Employee Benefits Specialist, Inc.
is a private, woman-owned small business in Castle Rock, Colo., and is an affiliate corporation of the Snow-Cap Agency, Inc. (http://www.snow-cap.com), a leading producer of employee benefits seminars and workshops for federal workers..
Credit Cards Web Site Adds Form, Function, Features & Freebies
New York, NY (ContentDesk) March 29, 2006 -- FrankfordFinancial.com's Credit Cards site is more useful than ever. They have introduced 3 new areas of functionality that provide their customers with tools that encourage consumer credit education and a foundation for financial planning.The three main site features of the re-design are as follows:1. "The Financial Organizer". The Financial Organizer is a multi-purpose software tool that creates a foundation for personal, financial and estate planning matters. Writers and developers say the Financial Organizer was "inspired by Hurricane Katrina...We heard so many stories from friends, family and customers who; because they werent organized and prepared, lost all of their vital information.
They are now faced with the nightmare of having to start over and re-do all their financial, personal, medical and insurance information...this digital document is a solution for always being prepared and we hope our customers will find good use...
Credit Cards Web Site Adds Form, Function, Features & Freebies
Financial planning > Credit Cards Web Site Adds Form, Function, Features & Freebies
Women Business Owners: Work Less, Make More
Brent Dees, coach and financial planner for small business owners, spoke recently to the Triad Chapter of the National Association of Women Business about how to work less and make more. "Many business owners hit the entrepreneurial ceiling, where they are working more and making less. They often don't recognize when it is time to give up some duties to others in the company so they can focus on owning and growing the business," says Brent Dees, president of Brent Dees Financial Planning. "I teach a process called Focus Four that allows entrepreneurs to determine what you want to accomplish and develop a track to accomplish it." Dees advises: - understand you can't accomplish everything- replace control with leadership and coaching- replace doing with delegation and mentoring- implement systems policies and procedures that will replace direct control???If you'd like to book Brent Dees to speak to your group of business owners, contact Harry Hoover, 704-953-3406. ???Brent Dees, CFP, CSA...
Women Business Owners: Work Less, Make More
Financial planning > Women Business Owners: Work Less, Make More
The Wright Place- Finances
Women have a love/hate relationship with money. Most of us do not enjoy dealing with it, yet we know not having finances under control will cause our entire family to suffer. A recent guest on the show Karen Franks, explained how important your credit is and how you should check on it often. ?At least twice a year", says Karen Franks. Checking our credit is one important proactive way we can make sure we are in good financial shape.
She also mentioned that many married women have better credit score than their husbands, even if they do not make as much. When another show guest, Dan Contreras talked about financial planning, he stressed using a professional. ?Don't rely on hearsay, get some real understanding about your situation."
And Linda
Hollander the author or Bags to Riches says "Mentors are the fast track to success". Find someone who has reached the same financial goals you want to reach and then do what they did. This simple technique works even if your...
Financial planning > The Wright Place- Finances
Ameriprise Financial Launches New Homepage
Minneapolis, MN (ContentDesk) March 17, 2006 -- Ameriprise Financial has launched a new homepage designed to help users find financial planning information more rapidly. Focusing heavily on the customer experience, the new homepage offers a more effective design that engages users and helps them easily find information and tools to aid in the financial planning process.
The new Ameriprise Financial homepage also features more information about working with an Ameriprise financial advisor, including an easy to use financial advisor locator.Ameriprise Financial, Inc. is a leading...
Financial planning > Ameriprise Financial Launches New Homepage
Fee Only Financial Planners
While talking about fee only financial planners, one thing should be taken into consideration is that "Fee-Only" planners are compensated solely by fees paid by their clients, and do not accept commissions or compensation from any other source. The National Association of Personal Financial Advisors (NAPFA) is the largest organization of "fee-only" planners.
The main function of fee only financial planners is to develop a sound financial plan. A sound financial plan should be simple as well as practical. When there is complexity in the financial plan the operating executives will find it difficult to follow. It should be designed with a long-term view.
While designing the investment, financial and dividend policies, the long-term requirements of the concern are also to be considered. Sound financial planning requires vision and forecast. Proper forecasting of the future is necessary to design the financial plan. It should have enough flexibility to incorporate changes...
Fee Only Financial Planners
Financial planning > Fee Only Financial Planners
Talk About Money Begins 2006 with Financial Experts
(ContentDesk) December 19, 2005 -- The viewer participation financial television show, Talk About Money, will begin 2006 with numerous board certified estate planning attorneys and financial experts.These experienced and knowledgeable guests will assist the hosts of the show, James A. Barry, Jr., CFP? and James M. Barry, CFP?, Chairman of the Board and President of Barry Financial Group, Inc., to try and help the viewers to take charge of their financial future. Providing an array of estate planning ideas, experienced investment philosophy and asset protection ideas that may benefit generation to generation.A few of the guest are Scott Solkoff, P.A. of Boynton Beach, Florida.
Scott's main focus is elder care planning. A factor that has became more important as we are living longer than ever before.
David Pratt,J.D., LL.M., CPA will also be a guest on the show to discuss essential estate and asset planning techniques that can benefit the wealthy, to the regular Joe. Talk...
Financial planning > Talk About Money Begins 2006 with Financial Experts
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Troy, MI (ContentDesk) October 27, 2004 -- Mary Ann Golin CFP?, CRPC, a leading Financial Expert & Advisor, breaks from Merrill Lynch to launch GOLIN CONSULTING, LLC, an Expert Witness and Financial Planning Services company headquartered in Troy, MI, offering its services throughout the United States.Since the beginning of her career in 1981, Golin boasts an unblemished CRD as a Financial Consultant and Branch Manager, and has served as an NASD Arbitrator since 1988 and Chairperson since 1996, is a member of the Financial Planning Association, and is a distinguished MENSA member."The ability to analyze the investment at issue, provide information as to the rules violated, and appropriately assess the damages is what both counsel and client look for in an Expert Witness." Says Golin.With extensive court experience and legal knowledge, Golin Consulting provides claimants and respondents with expert witness services during securities & investment litigation, arbitration and mediation with...
Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Financial planning > Financial Industry Expert Steps Out From Under The ?UMBRELLA?.
Financial planning
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