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Wealth Accumulation
Financial advisors interested in investments and issues surrounding the creation of wealth will find insightful and informative content in this section. Strategies and products designed to create financial independence are addressed in this section by some of the nation’s leading academic thought leaders and money managers.
Are You Drowning Financially?
Phillip Cannella, President and CEO of the First Senior Financial Group speaks to correspondent Rich Scottoline about his “crash-proof retirement system” and his strategies to prevent drowning in a financial sea of risk.
Recent Wealth Accumulation Videos
Professor Mary Quist-Newins discusses the problem of retention in the financial services industry.
Tom Virkler, Director of CPS Advanced Markets discusses term policies in a 1035 exchange.
Professor Mary Quist-Newins discusses the results of new research from The American College.
Kevin Lynch, Assistant Professor of Insurance, discusses how increased taxes affect the nation’s ability to save.
Tom Virkler, Director of CPS Advanced Markets discusses the benefits of a 1035 exchange.
Kevin Lynch, Assistant Professor of Insurance, discusses the varying expert opinions of our nation’s savings rate.
Tom Virkler, Director of CPS Advanced Markets discusses why there is no need for a loss in a life policy.
Kevin Lynch, Assistant Professor of Insurance, discusses our nation’s savings rate and how it is affected by the changing economy.
Bill Corry, founder of Corry Capital Advisors, talks about the products that can help clients achieve their retirement saving and legacy building goals.
The founder of Corry Capital Advisors discusses ways to preserve and manage wealth.