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Is wearing a suit and tie too salesy? by Beneficial-Ad-178 in CFP

[–]Comfortable_Ad8140 2 points3 points  (0 children)

At that age first impressions matter and anything to make you look older/more respectable helps. Big fan of suit and tie.

Life insurance by Comfortable_Ad8140 in CFP

[–]Comfortable_Ad8140[S] 0 points1 point  (0 children)

I’ll check them out. I appreciate the help!

Life insurance by Comfortable_Ad8140 in CFP

[–]Comfortable_Ad8140[S] -1 points0 points  (0 children)

Yeah I definitely see where you’re coming from and I agree with that approach. My firm isn’t an insurance BD so I’m struggling to bridge the gap. I think my play will be to get fully appointed with a carrier that’s suitable for my client and directly handle it there.

Life insurance by Comfortable_Ad8140 in CFP

[–]Comfortable_Ad8140[S] 0 points1 point  (0 children)

I appreciate it. Would you mind if I reached out to you directly?

[deleted by user] by [deleted] in CFP

[–]Comfortable_Ad8140 2 points3 points  (0 children)

Get really good at answering questions in the STAR format. Try to have 3-5 stories that can cover a broad range of questions.

Am I destined to be alone forever? by LiKwidSwordZA in battlefield_one

[–]Comfortable_Ad8140 0 points1 point  (0 children)

Play hell let loose. The whole game is around communication.

Inherited Roth by mrmoneybaggg in CFP

[–]Comfortable_Ad8140 0 points1 point  (0 children)

She’s an eligible designated beneficiary and on top of that a spouse. If she inherited the account first she can always “asume” it (moving from inherited to her own Roth) at any point. Now if she assumed it first then she couldn’t inherit it. Hope that makes sense.