By James Bahm   What’s the most important step of your sales process? All of them, you might say, and to a certain extent, I can see why you would say that. However, let me ask you this: How many times have you had a meeting that got off toContinue Reading

By: Lisa Hostetler Brown, Managing Attorney, LawyerLisa Expert Answer: (Hint: It might not be Johnny!)Setting up an irrevocable trust is often a smart and effective way to protect your assets from long-term care costs, especially when pre-planning for Medicaid eligibility. However, this strategy works only if you choose the rightContinue Reading

A Closer Look at What Makes Them Different By James Bahm Over the course of a week, I may speak with 30 or so individuals in a variety of professions and gain some valuable insight into what their current marketing strategies are. During my initial CNA (Client Needs Analysis) I alwaysContinue Reading

By State Treasurer Curtis Loftis As administrator of South Carolina’s Future Scholar 529 Plan, I’m happy to share that recent passage of the One Big, Beautiful Bill Act spells good news for South Carolina families who are using tax-advantaged 529 savings plans to save for their children’s education. The billContinue Reading