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Principal Consultant, Scott Yates describes the fundamental elements of Asset Management.


Who would not want to succeed in their business? If you are a life insurance agent, then you too will want to take your agency career to the heights of success. There are 6 ways in this video. By adopting these 6 methods, any agent can create immense possibilities of success in his business. So watch the entire video carefully and adopt these methods to take your business to the heights of success.

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1-Retirement Planning- Information will force you to think

2-Risk Cover- Information will force you to think

3-Why life insurance policy

4-Need Creation for Child Marriage

5-When and how to plan for children

6-Why life insurance is important for children


Sandeep Lalwani
Senior Director, Global Sales and Key Accounts

source Future of private banking clients and wealth management for ultra high net worth individuals. Fund management, investment banking, asset creation and fund growth. Portfolio management and managing risk in balanced distribution of assets. Customer expectations of High rates of return in a low interest environment. Key economic trends impact on private banking clients and wealth management strategies. Succession planning and how to run family offices. Specialist wealth advisors and independent financial advisors, end of commissions and shift to fee-based advice, changing regulations and fee structures. Philanthropy and philanthropic advisory services. Why charitable activities are so important to high net worth families and why most want their own charity foundations. Making a difference, proving added value and real social impact, Applying business principles and measurable outcomes to philanthropy. Venture philanthropy and social entrepreneurs. Making philanthropy work in a disciplined way with formal evaluation and monitoring. Financial disciplines and specialist advisory teams. Video by keynote conference speaker Dr Patrick Dixon, Futurist and author of 12 books on global trends including Futurewise and Building a Better Business.
Private banking, investment banking, wealth management, portfolio, balanced, philanthropy, charitable foundation, social action, advisory services, independent financial, planning, financial, finances, banks, investors, funds, fund managers


Luc Rodesch, Head of the Private Banking Group Luxembourg (PBGL) and Jos van Bommel, Course Director, present the Master in Wealth Management at the Luxembourg School of Finance, University of Luxembourg.

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(c) Vito Labalestra


Wall St. Training Self-Study Instructor, Hamilton Lin, CFA introduces the major jargon and finance terminology in finance. What exactly is the sell-side and the buy-side and do they affect the capital markets and why do they have a symbiotic relationship? What exactly is investment banking, sales & trading and research? How is it that asset management is the flip opposite and yet very similar at the same time? Put those questions to rest with this Overview of Financial Markets overview.

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Wall St. Training Self-Study provides online, video-based, self-study financial modeling training solutions to Wall Street. Our interactive course modules are Excel-based and specialize in advanced and complex financial modeling, valuation modeling, investment banking, mergers & acquisitions and leveraged buyout training topics. Enhance your skills and master the content required by Wall Street investment banks, M&A, research, asset management, credit, and private equity firms.


Career Options in Wealth Management Chartered Wealth Manager (CWM) highest global designation in Wealth Management from AAFM USA


What are the wealth management strategies for affluent families? Learn the tips and techniques from Rex Mendoza at the 4th Financial Advisors Congress Oct 17, 2015 Organized by the Registered Financial Planners of the Philippines.



Retirement planning, in a financial context, refers to the allocation of finances for retirement. This normally means the setting aside of or other to obtain a steady at retirement. More on personal finances:

The goal of retirement planning is to achieve financial independence, so that the need to be gainfully employed is optional rather than a necessity.
The process of retirement planning aims to:
Assess readiness-to-retire given a desired retirement age and lifestyle, i.e. whether one has enough money to retire; and
Identify actions to improve readiness-to-retire.
Acquire financial planning knowledge
Encourage saving practices

In recent years, producers such as a financial planner or financial adviser have been available to help clients develop retirement plans, where compensation is either fee-based or commissioned contingent on product sale. Such arrangement is sometimes viewed as conflicting to a consumer’s interest to have advice rendered without bias or at cost that justifies value. Consumers can now elect a do it yourself (DIY) approach, given the advent of a large, ever growing body of resources. For example, retirement web-tools in the form of simple calculator, mathematical model or decision support system have appeared with greater frequency. A web-based tool that allows client to fully plan, without human intervention, might be considered a producer. A key motivation beyond the DIY trend is based on many of the same arguments of Lean manufacturing process, a constructive alteration of the relationship between producer and consumer.

Retirement finances touch upon a motley of distinct subject areas or financial domains of client importance, including: investments (i.e. stocks, bonds, mutual funds); real estate; debt; taxes; cash flow (income and expense) analysis; insurance; defined benefits (e.g. social security, traditional pensions). From an analytic perspective, each domain can be formally characterized and modeled using a different class (computer science) representation, as defined by a domain’s unique set of attributes and behaviors. Domain models require definition only at a level of abstraction necessary for decision analysis. Since planning is about the future, domains need to extend beyond current state description and address uncertainty, volatility, change dynamics (i.e. constancy or determinism is not assumed). Together, these factors raise significant challenges to any current producer claim of model predictability or certainty. Some might even adopt fatalism — that the full scope of client issues, non-financial included, render the entire problem indeterminate, unsolvable, and meaningless.

The Monte Carlo method is a perhaps the most common form of a mathematical model that is applied to predict long-term investment behavior for a client’s retirement planning. Its use helps to identify adequacy of client’s investment to attain retirement readiness and to clarify strategic choices and actions. Yet, the investment domain is only financial domain and therefore is incomplete. Depending on client context and despite popular press, the investment domain may have very little importance in relation to a client’s other domains – e.g. a client who is predisposed to the use of real estate as primary source of retirement funding.

Contemporary retirement planning models have yet to be validated in the sense that the models purport to project a future that has yet to manifest itself. The criticism with contemporary models are some of the same levied against Neoclassical economics. The critic argues that contemporary models may only have proven validity retrospectively, whereas it is the indeterminate future that needs solution. A more moderate school believes that retirement planning methods must further evolve by adopting a more robust and integrated set of tools from the field of complexity science. Recent research has explored the effects of the elimination of capital income taxes on saving-for-retirement opportunities and its impact on government debt.