Progressive Auto Insurance Review

Key takeaways:

  • Progressive is one of the lowest-cost car insurance providers in most states.
  • They offer rideshare coverage for gig workers.
  • Progressive features an easy, online, obligation-free quote system that’s not common among the major car insurance providers.
  • The company provides one of the most extensive lists of discounts, which may get you the lowest

Weekend Reading for Financial Planners (July 10-11)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a controversial discussion of the CFP Board’s recent ramp-up of enforcement in the aftermath of the July 2019 Wall Street Journal expose about the organization promoting CFP certificants “in good standing” on the CFP Board’s website even as …

Investing A Roth IRA In Early Stage Growth Companies Without Violating Prohibited Transaction Rules

For entrepreneurially minded individuals, the potential to generate investment returns and wealth creation through the founding and growth of a business is often unrivaled. The caveat, of course, is that rapid growth businesses also face substantial taxation on that growth when they are eventually sold. Accordingly, when such individuals have retirement account assets – effectively …

#FA Success Ep 236: Crafting A Comfortable Sales Process Focused On Relationships And Relevance, With Shauna Mace

Welcome back to the 236th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Shauna Mace. Shauna is the founder of Inspire Growth, a sales consulting firm that helps financial advisors establish and refine their business development processes to more systematically convert leads into clients.

What’s unique about Shauna, though, …

The Latest In Financial #AdvisorTech (July 2021)

Welcome to the July 2021 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

This month’s edition kicks off with the big news that SmartAsset has achieved “unicorn” status with …

Weekend Reading for Financial Planners (July 3-4)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a discussion of some recent White House proposals that would crack down on popular high-net-worth estate planning strategies, including dynasty trusts and IDGTs, as the administration increasingly focuses not on increasing estate tax rates or reducing the estate …