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By Dowling & Yahnke, LLC
Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Jennifer (JJ) Jank has joined the Firm as a Planning Specialist.
By DelcoUSA
DecloUSA is happy to announce this years dates for the National Funeral Trust Conference.
12516833
By C&J Wealth Advisors
C&J Wealth Advisors, an independent, fee-based wealth management firm, has announced that TJ Hurst has joined the firm as an Associate Financial Planner.
12481774
By DelcoUSA
Karl Dovnik Jr. is set to speak at the National Funeral Trust Sales Conference September 17th and 18th.
By DelcoUSA
DelcoUSA passes $150 million in sales with the Funeral Trust keeping them as the Number 1 marketer in the U.S.
By DelcoUSA
Special Note to Agents reviewing this Conference...We are 75% Full already - as of 6/26/2015. Our Regular price for this conference is $ 274.00 + $75.00 if you bring your spouse. If you register before 8/15/2015, you can get the special price of $19
By DelcoUSA
Michael K. O'Dell from the National Sales Office of DelcoUSA has just announced our weekly webinars on the Funeral Trust. For agents wanting to learn how to make an extra 5 to 6 thousand more a month, this should be on your calendar.
By Alliance of Comprehensive Planners
Four Alliance of Comprehensive Planners Members Recognized on AdvisoryHQ’s List of Top 13 Fee-Only Financial Advisors in Chicago
12394991
By Whats Your Plan
James Fredric is paving the path to success for Financial Planners!
By Alliance of Comprehensive Planners
Fee-only Financial Planning Network Rebrand - Alliance of Comprehensive Planners
By Asteron Life
Head of Asteron Life Jordan Hawke is rallying advisers to aim for higher levels of professionalism by investing in ongoing education, implementing learnings into their work and building businesses that create long term customer value.
12281513
By www.chrisunwin.com.au
Corporate Risk Advice Trainer Chris Unwin announces new material for Financial Planners & Specialist Risk Advisers in full day workshop on 'Client Acquisition and Engagement Skills'.
By Cedar Brook Financial Partners
Cleveland-based financial specialists have taught financial literacy to local students for a combined nineteen years.
By PlanPlus Inc.
PlanPlus announced the launch of the PlanPlus Global Planning Awards, a global competition to showcase the value of financial planning.
By Financial Planning Association of New Jersey
The Financial Planning Association of New Jersey (FPANJ) is pleased to announce its newly elected Officers and Directors. They will each serve a term of one year, beginning January 1, 2013.
By On Target Web Solutions
Summit Wealth Partners opens locations in Naples, Jacksonville and Orlando, spinning off from its parent company.

All Press Releases

By DelcoUsa
There is a lot of talk around today on whether you should purchase final expense insurance, pre-fund your funeral at a funeral home, or even purchase an irrevocable funeral trust.
By Dowling & Yahnke, LLC
Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Jennifer (JJ) Jank has joined the Firm as a Planning Specialist.
By DelcoUSA
DecloUSA is happy to announce this years dates for the National Funeral Trust Conference.
12516833
By C&J Wealth Advisors
C&J Wealth Advisors, an independent, fee-based wealth management firm, has announced that TJ Hurst has joined the firm as an Associate Financial Planner.
12481774
By DelcoUSA
Karl Dovnik Jr. is set to speak at the National Funeral Trust Sales Conference September 17th and 18th.
By DelcoUSA
DelcoUSA passes $150 million in sales with the Funeral Trust keeping them as the Number 1 marketer in the U.S.
By DelcoUSA
Special Note to Agents reviewing this Conference...We are 75% Full already - as of 6/26/2015. Our Regular price for this conference is $ 274.00 + $75.00 if you bring your spouse. If you register before 8/15/2015, you can get the special price of $19
By DelcoUSA
Michael K. O'Dell from the National Sales Office of DelcoUSA has just announced our weekly webinars on the Funeral Trust. For agents wanting to learn how to make an extra 5 to 6 thousand more a month, this should be on your calendar.
By Delco USA
Michael K. O'Dell from the National Sales Office of DelcoUSA just released that Funeral Trust Sales are up 34% to date in 2014. If you are an insurance agent, Financial Adviser, or work with Seniors, this is a must have product. Everyone needs a fun
By Alliance of Comprehensive Planners
Four Alliance of Comprehensive Planners Members Recognized on AdvisoryHQ’s List of Top 13 Fee-Only Financial Advisors in Chicago
By What's Your Plan
Helping financial planners focus on what they do best and building business success!
By C&J Wealth Advisors
Jan. 1, 2015 marks the 40th anniversary of Individual Retirement Accounts (IRAs) in the U.S. IRAs have proven to serve as a vehicle to give Americans more control over their retirement savings and have become the ultimate retirement savings vehicle.
12394991
By Whats Your Plan
James Fredric is paving the path to success for Financial Planners!
By Alliance of Comprehensive Planners
Fee-only Financial Planning Network Rebrand - Alliance of Comprehensive Planners
By Asteron Life
Head of Asteron Life Jordan Hawke is rallying advisers to aim for higher levels of professionalism by investing in ongoing education, implementing learnings into their work and building businesses that create long term customer value.
12281513
By www.chrisunwin.com.au
Corporate Risk Advice Trainer Chris Unwin announces new material for Financial Planners & Specialist Risk Advisers in full day workshop on 'Client Acquisition and Engagement Skills'.
By Cedar Brook Financial Partners
Cleveland-based financial specialists have taught financial literacy to local students for a combined nineteen years.
By Vicki Haak, CFP
Haak ranks among top 25 percent of participating advisors; client feedback determines ranking
By PlanPlus Inc.
PlanPlus announced the launch of the PlanPlus Global Planning Awards, a global competition to showcase the value of financial planning.
By Wise Media Source
The old adage goes “If you fail to plan, your plan will fail!” Its obvious but more often than we think we rely on hope and good fortune to get us to our goals, cry foul and seem surprised when bad luck befalls us.
By Financial Symmetry
Grace completed the financial planning process course and is currently taking the second course on insurance planning and risk management. ].
By Financial Symmetry
Mike completed all 7 courses required for the education portion of the certification process, via Boston University’s online program, and passed the CFP® exam in March of 2011.
By Financial Planning Association of New Jersey
The Financial Planning Association of New Jersey (FPANJ) is pleased to announce its newly elected Officers and Directors. They will each serve a term of one year, beginning January 1, 2013.
By On Target Web Solutions
Summit Wealth Partners opens locations in Naples, Jacksonville and Orlando, spinning off from its parent company.
By Rogliano Real Estate Group
Real Estate Divorce Specialist and owner of Rogliano Real Estate Group, Joan Rogliano, will be a guest on the Financial Divorce Association Inc.’s monthly teleclass on November 14, 2012 at 1:00 PM Eastern time.
By Asteron Life
Head of Asteron Life Jordan Hawke has called on advisers to “blow their own trumpet” in order to lift consumer awareness of the professionalism of the industry.
By Solutions for Financial Advisors, LLC
After coaching business owners for 14 years, business coach Stan Mann is now specializing in helping independent financial advisors.
By Laura Sheridan
Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award.
By Paul Coan
Growth and Protection Investing; published by Ploutos Communication LLC, has launched its website GrowthandProtectionInvesting.com to provide investing education and monthly newsletter to educate investors.
By Laura Sheridan
Creekside Financial Advisors, based in Cleveland, OH, continues to add professional staff. Creekside's "client first" approach has attracted new clients as well as veteran financial advisors like Randy Schneider and Alan Yanowitz.

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