Blog
Welcome to the International Planning Alliance Blog, IPA Ideas! We are grateful to have you as part of the IPA community. Through our blog, we will share professional insights to help educate you on financial, insurance, and business-related topics. Moreover, our financial professionals will share personal stories that have shaped their Protection First philosophy.
Infographic: Tips on Financial Affairs for Newlyweds and Couples
Financial matters can be awkward for couples. This infographic offers tips designed to make the process easier.
Read MoreDisability Income Insurance: What Every Professional Needs to Know
You’ve made a significant investment of time and money to build your career with the promise of financial security and the other rewards your profession provides. But should you become too ill or injured to work, that promise evaporates.
Read More7 Pitfalls of Emotional Investing
Financial Advisor Anita Morin sheds light on the dangers of emotional investing and ways to prevent it from negatively impacting your portfolio.
Read MoreDoing Your Homework on 529 College Savings Plans
Director of Investments Gregory Campanile discusses the financial and insurance options available to parents as they plan to save for their children's college education.
Read MoreInsights on Defining Your Retirement
Retirement used to be defined as a time for slowing down. You’d stop working, the thinking went, and you could survive just by cutting a few expenses and by budgeting a bit for the occasional splurge. That’s not the case now.
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Planning for Your Next Planning Session
Think of the last business strategy meeting you held or participated in. Was the objective of the meeting clear? Did you feel like you were floating in a sea of blank stares? Meetings for the sake of meeting have become commonplace....
Read MoreIs an Annuity Appropriate For You in Retirement?
For many Americans, the uncertainty and lack of financial stability over the last year has prompted a second look at their retirement plans. Annuities have made their way to the forefront of these conversations due to their ability to...
Read MoreCritical Thinking and Creative Problem Solving for Business Success
Critical thinking skills are highly sought after in today’s workforce. The ability to quickly identify issues that may be impeding business success and to introduce strategies that improve individual and enterprise-wide...
Read MoreHave You Done the Legal Planning Necessary to Handle an Emergency of Your Loved One?
I love what I do for a living. I love talking to all kinds of people about building wealth and discovering what is important to them. I love learning how we can create the future they desire by conscious money moves. The part of my job...
Read MoreWe Are in the People Business, Not the Product Business
Providing brokers and producers with the tools and knowledge to protect clients with Disability Insurance and Long-Term Care Insurance is a personal and professional passion. I love what I do. Why? Because I love helping people. When...
Read MoreDisability Couldn’t Happen to Me Until it Did
I've been working with Disability Insurance (DI) for 25 years. I've been involved in sales, underwriting, customer service and claims. I've helped thousands of people get or maintain their coverage. With that being said, I was like...
Read MoreWhat I Wish I Knew Then About Income Protection
I have been in the financial services industry since 2015. Prior to that, I worked with my father managing the operations of our family’s plumbing supply company in Kingston, New York. Being the son of a successful entrepreneur...
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