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🤝 New Platform Partner As reported in the press yesterday, Rosemount have launched a new partnership with Scottish Widows, providing Rosemount advisers with access to the market leading platform. Rosemount CEO, Ahmed Bawa, commented "At Rosemount, we are committed to providing our ARs with the support they need to provide a higher level of service to their clients." Read the full article here - https://lnkd.in/e9-THC6A Christopher D. Zachary Bawa Luke Aldridge Christine Budgen Gareth Barter Jess Bass Iain Crowley Emily Baker Hayleigh Kelly #FinancialAdviser #Pensions #Investments

SUCCESS Watching this video will be one of the best uses of 12-minutes you could ever make. Schwarzenegger’s story is one of the best ever examples of what humans can achieve when they put their mind to it. ✅ Work hard (no magic pill, or short cuts) ✅ Use your 24-hour day wisely (don’t make excuses for ‘not having enough time’) ✅ Pursue what makes you happy / is important to you ✅ Find your purpose, go for it ✅ Set goals ✅ Defy the naysayers ✅ ‘Plan B’ is for those who accept 2nd place ✅ Have a go, always (failing forward is still progress) #financialindepence #goalsetting #investment #propertymarket #realestate #retirement #capitalgrowth #propertyinvestment #propertyology https://lnkd.in/e9C9n4S

The advancement & diffusion of knowledge are the only guardians of true liberty. Premier IT Solutions is Wishing You Happy Independence Day!!! #IndependenceDay #HappyIndependenceDay #independenceday2024 #happyindependenceday2024 #July4th #premierit

Jumping into the deep end of investing! Have you ever asked yourself: What is the first step to take before investing my money? When is the right time to invest? How do I even get started? WISE CEO, Angela Dailey interviewed Evelyn Zohlen of Inspired Financial to provide some insight how ALL women--young women, housewives, working women, and those entering retirement can invest and position themselves for long-term success. If you’ve always wanted to invest but have never been sure how to wade into those waters, WISE has you covered. Listen today! https://lnkd.in/e8pnFsAx

I currently have openings to help any family struggling and living paycheck to paycheck. We will go through your whole budget, see where we can work on things, see what you are saving, what your retirement plan looks like, and get a game plan going. The link below is interactive education on money and how money works (stuff they don't teach us in school anymore). This will help you better understand what I am talking about as we go through your budget.. Go through it all, and at the end schedule a meeting with me. Let's get your family in a better financial situation. https://lnkd.in/ereqhDpY

14 spots out of 100! That's what TruStageTM has earned on Barron's list of the 100 Best Annuities for 2023! If you'd like to learn more about what they have to offer, please contact me and I'll get you started with some of our helpful tools and resources. *Advisor-only #100BestAnnuities #Barrons #TruStageAnnuities

Thanks Advisorpedia and Money Management Institute for allowing us to speak about how DFD Partners is linking assets and wealth via tech.

Tired of rollover headaches and missed opportunities? Join our next MYGA Minutes (15-25 min) session this Tuesday, July 30th at 10:00 AM Central Time (US and Canada) and become a rollover pro! Don't let improper rollovers be your biggest client pain point. We'll deep dive into different retirement accounts (401(k), 403(b), TSP, etc. ) and how to seamlessly roll them into an annuity IRA. Here's what you'll gain: Navigate the intricacies of various retirement accounts. Streamline the rollover process for a smooth client experience. Avoid common pitfalls that cause clients to cancel. Register now for the FREE Zoom session! less than 25 min! When: Jul 30, 2024 10:00 AM Central Time (US and Canada) Register in advance for this meeting: https://lnkd.in/gVe-8G9M Space is limited, so secure your spot today! See you there!

Having a source of ongoing protected income in retirement is important to many Americans. Hear how people are preparing and where annuities can play a part. Thanks to Alliance for Lifetime Income for sharing these important stories. For additional insights, visit: https://lnkd.in/d3TuhHvE https://lnkd.in/dweXgyST

We enjoyed another amazing Ask Me Anything with the ever insightful Peter Koenig, moderated by our very own Nadjeschda Taranczewski, MCC. Amongst other things, we touched upon:  > The distinction between abundance and prosperity. > The state of the world and the polarities we need to integrate for prosperity. > The connection between individual sources and what the world needs today > Are there gendered projections on money? > What to invest in when we think about retirement (hint; it’s not your retirement fund) > Conscious money tribes  > How to reclaim being brilliant Watch the recording below if you missed it! #money #source #prosperity