Nov 182 min read3 Financial Facts to Share with Clients This ThanksgivingBy Leap Systems As the holiday season approaches, it’s an ideal time to reflect on the financial strategies that help clients maintain...
Oct 232 min readElections and the Market: Why Staying the Course MattersBy Joe Brunello , Director of Training and Development As election season approaches, financial professionals often face the question:...
Sep 251 min readLife Insurance Awareness Month: A Focus on Protection as a Pillar of the Leap ProcessBy Joe Brunello , Director of Training and Development September is Life Insurance Awareness Month, and it’s the perfect time to remind...
Jun 173 min readThe Fundamentals of Leap: A Guide for Financial ProfessionalsWith Lucian Ioja, ORIS Wealth Designs, LLC In the dynamic world of financial services, staying ahead of the curve is not just an...
May 32 min readTax Diversification In Your Financial PlanningBy Aaron Peck and John Norman There are many areas to consider when building and reviewing a financial plan for retirement. We often hear...