Category Archive: Sponsor Limelight

Sponsor Limelight – MAGA

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Established in 1975 and licensed nationally, MAGA Ltd. is a family-owned and operated insurance agency that specializes in helping clients plan for the consequences of long term care.   They provide unbiased educational services that focus on planning for a long term care event in addition to providing a variety of resources and support at …

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Sponsor Limelight – Low Load Insurance Services

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Insurance By the Numbers   Advisors often tell the team at Low Load Insurance Services they don’t include insurance in their clients’ plans because it’s too complicated; there’s too much paperwork; the industry changes too much. But, as one advisor reminded us, isn’t it part of a Fee-Only financial advisor’s fiduciary duty to include insurance …

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Sponsor Limelight – Scottrade Advisor Services

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Scottrade® Advisor Services launches new custodial platform, giving more time back to an advisor   Garrett Planning Network advisors know Scottrade® Advisor Services for its high level of customer service. Now they will have award-winning technology to help clients achieve their goals.   Scottrade® Advisor Services has begun rolling out a new custodial platform to …

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Sponsor Limelight – Annuity Review

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Annuity Review is a third-party consulting service that provides an analysis of existing variable annuity contracts.  It was created by Mark Cortazzo, CFP®, Senior Partner of MACRO Consulting Group, Founder of Flat Fee Portfolios, and an industry expert on variable annuities.   The team at MACRO Consulting Group reviews your client’s variable annuity based on …

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Sponsor Limelight – Scottrade Advisor Services

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Scottrade Advisor Services and the Garrett Planning Network – A Great Partnership   Scottrade Advisor Services and the Garrett Planning Network have a long standing relationship for a reason.  They both want what’s best for the client.  Scottrade’s Garrett Relationship Team is dedicated to assisting advisors in growing their business and removing obstacles that inhibit …

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Sponsor Limelight – The Options Industry Council

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OIC is committed to helping independent advisors build their practice with options knowledge and practical strategies they can employ for their clients. Whether you are just getting started with covered calls or ready to tackle more complicated strategies such as straddles and spreads, OIC has a host of services, beginning with its website at www.OptionsEducation.org. …

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