BMG Advisors | Plan Your Story的动态

In this must-see clip of Mic’d Up with Midland, Mike Odor, Head of Midland National Annuity Sales, explains why it’s ‘pretty easy’ to build and maintain strong relationships with financial professionals partnering with Midland National. Watch this full episode here: https://bit.ly/41B8jJ6 #MidlandNational #MeetTheHost #BehindTheMic #PartnershipSuccess #FinancialProfessionals

From efficient transactions to shared successes, we're committed to making every moment a win. ?? Celebrate with us by reaching out today at ctitle.com. #CloseWithConfidence #Congratulations #TheCompanyThatCelebratesYou #SecureAndSafeClosings #TitleAndSettlementServices #TitleInsurance

Just like Garner explains, life doesn’t press pause when you’re waiting for a fair settlement. That’s where we step in! We help you bridge the gap with fast cash so you can stay focused on what matters: your recovery. ? ?? Learn more and get started today: https://usclaims.com/ ? ??: @iamgarnerted on IG ? #PreSettlementFunding #USClaims #LegalHelp

Families need to talk about wealth transfer, as discussions will ensure buy-in, alignment and participation of the NextGen. This is especially needed when the structuring tools used are unilateral legal instruments, i.e. instruments decided or issued by a single party or a couple. I regularly use the matrix I copied in the comments to explain the need for enhanced family discussions when using trusts, as they are unilateral acts by nature (unlike family constitutions, which are multilateral). Trusts are sometimes sold as "packaged" products. Trusts are sold, rather than bought, and all sales processes try to avoid customer hesitations and speed up closing. So the product and its distribution fail to support family dynamics and get buy-in. There are of course many cases of trusts being implemented as part of a robust family succession plan, with patient, deep family discussions and adherence of stakeholders.

Meet our new adviser - Brian Massie... ? Brian has been working in financial services over the last 24 years, and when he’s not talking to customers about equity release, he can be found coaching his eldest son’s football team. ? If you’d like to find out more about Brian, watch the short video and view his adviser profile here: https://lnkd.in/exMZBE7S ? #equityrelease #financialadvice

OTTA Membership Update: Lifetime Access for Just $1 We’ve listened to your concerns and are excited to announce that OTTA now offers a?Lifetime Membership?for just $1. If you’ve already joined, congratulations—you’re already a Lifetime Member! Why the $1 Fee? This small fee isn’t about profit; it’s about protection. In today’s digital world, this charge helps us prevent bots and ensures our community remains secure and trustworthy. It’s a one-time payment that safeguards your place in OTTA for the long haul. No Future Fees—Guaranteed Rest easy knowing that your $1 fee covers your OTTA membership for life, as long as you remain in good standing and follow our Terms of Service. There are no additional fees to worry about in 2026 or beyond. Need Help? We’ve Got You Covered We understand that even a small fee can be a barrier for some. If you’re facing financial difficulties or don’t have access to a credit or debit card, please email us at [email protected]. We’re committed to finding a way to welcome you to OTTA. Join Us Today We’re excited to have you join our growing community. To learn more or to become a member, visit https://ottainc.com #productionaccounting, #ottaway

In this episode of #YourLifeSimplified, Whitney Reagan, wealth advisor, and Dan Sharkey, senior wealth advisor, continue their discussion on family meetings and share tips for making them successful. https://bit.ly/3zxdpuc

Saying goodbye to those relentless recovery agents feels like winning a lottery! ?????? Ready for some peace and quiet? Let MDR Financial help you get rid of the stress and reclaim your life. #ByeByeRecoveryAgents #DebtRelief #MDRFinancial #DebtSettlement #debtresolution #FinancialRelief #MoneyManagement #FinancialHealth #financialfreedom

Financial empowerment means creating lasting change. With help from GCU’s Financial Coaching and lessons from a Reality Fair, one family overcame financial hurdles, saved $400 a month, and paid down bills. ?? Together, they’re building a brighter future. Learn how GCU can support your journey: https://lnkd.in/g4APsY8F #GCU #EmpowermentThursday #FinancialSuccess

Variety recently sat down with Howard Gutman from our private equity services team to discuss Paramount’s current obstacles and ways to improve their financial health as the company explores new partnerships. To learn more, check out the full article: https://lnkd.in/gRd6F7MD #PrivateEquity #MergersAndAcquisitions