Author

Hamilton Morales

Hamilton attended college at Northeastern State University in Tahlequah, Oklahoma. He graduated with a Bachelor of Arts in Communications with an emphasis in public speaking. Hamilton gained valuable experience working with the public and facilitating resolutions for a variety of situations. Focusing on the area of finance, he was able to help seniors protect, preserve, and pass on their assets to their intended heirs by using safe, simple, proven, and flexible solutions.

Product R + D

Income Planning vs. Selling an Income-Producing Product

by Hamilton Morales May 29, 2019

written by Hamilton Morales

Income Planning for Clients

Check out the short one-pager below to see why income planning is more important for your clients than simply selling them income-producing products.

Often times, it’s tempting to take the easy route rather than create an income plan that’s tailored to a clients’ needs.

Here’s why that easy way out can put your client in a worse financial situation.

May 29, 2019