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Insurance Planning

CFP® Exam Prep: Universal Life Insurance [Video]

CFP® Exam Prep: Universal Life Insurance

The many facets of universal life insurance will be tested on the CFP® exam. That’s because UL can be confusing to both the client and advisor as well. As you continue with your CFP® exam prep, you’ll want to make sure that you understand the topic of universal life insurance from top to bottom.

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Insurance Planning

The unprecedented current circumstances—from social distancing to quarantine—due to the Coronavirus, remind us of just how much life can change in an instant. Your clients are looking to you, their trusted advisor, for guidance during this stressful time. So, meet them where they are: online and on social media.One important part of adapting is taking stock of your social media channels. Here are five tips for adjusting your social media strategy as we move through these uncertain times. Learn more by visiting our free Virtual Success Toolkit: lifehappenspro.org/toolkit