Financial Advisors

What are my fellow Indy advisors using for benefits? Our family ditched the traditional medical for a Christian share plan last year, So far all is sound. How about Dental? Any bad experiences?

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Posting as :
works at

Delta dental individual plan.

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Following for "real" responses.

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Ok how about googling Christian share plans... positive and negative... see how there are no guarantees that your medical expenses will be shared... think about how insurance companies reserve against losses and then think about all the catastrophic illnesses that you have seen in your life... imagine them happening to your family and then honestly say you think a share plan is sufficient to protect your family.

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Related Posts

How long do you have to be with Deloitte before you get eligible for pension?

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Comment the percentage that your company matches for 401K. I am new to this savings plan. Want to know which company offers 100% match.

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Anyone here have any resources / input on how to set up my 401k portfolio?

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Do you do much disability, Med supps, or P&C? I’ve built my practice on Investments, annuities, and life insurance. I keep having others tell me that these are great ways to build more revenue.

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Anyone have experience using John Hancock as a 401k provider?

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I heard that they are laying off every employee the day before their 401k plans vest for the calendar year. Pay cuts expected for those that are spared the layoff

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Is it a dick move to pull out of volunteering at a food festival this weekend? I hate dropping the ball, but I’m worried about getting sick and infecting older family members. In SF

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I only get 2 sick days for the year and I’ve already used them both 😭 Been having ridiculous anxiety lately and feel like I need a break...can’t even work from home. My agency sucks.

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Any thoughts on term life vs whole life insurance? I’m in my late 30s, have good savings in 401k, personal IRA and brokerage, 529 plans for two kids, 50 % of mortgage paid. I want coverage for family

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What is the firm’s reimbursement policy for “reasonable alternative transportation costs” on the weekend? Does the 9pm overtime policy still apply?

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Has anyone purchased a house through a trust they set up? What are the benefits? What are the drawbacks? TIA

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How sick is sick enough to take a day off work?

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I appreciate my Uber's urgency in getting me to the airport (I'm not in any rush) but in stop and go traffic his hard acceleration and braking is close to making me sick. What rating would you give?

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NYC 🐠! Happy hour alert!!! This Friday at Rise in HK! I plan to be there around 5-6. Ill comment on here day of to let everyone know what my outfit is so you can find the group :) ❤️🧡💛💚💙💜

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How can I get into real estate investing (rental properties, flips, etc.)? It seems it’s not profitable unless you have enormous amounts of cash in the Bay Area at least. Current portfolio: 150k in stocks, 10k in HYSA, 80k in 401k. No debt. 26 - Single, no kids, low rent and minimal expenses outside of personal travel and dining.

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Question for anyone whose left the firm: I've been here for 9 years so my pension is fully vested. What happens to it if I leave?

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What people aren't noticing is that by looting store fronts and local businesses that are already suffering during a shut down, all you are doing is 2 things: -obscuring the message of the protest -adding to Amazon's power of online retail Is that what you want? A type-A trillionaire that pays low wages to the masses, upskills robots, doesn't care about WLB or workers benefits, to become even stronger? How many people are going to benefit by being badly employed like that in 20 years?

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How much % do you put towards your 401k or IRA

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How much should I be saving in addition to maxed out 401k, and saving up for down payment?

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Coming up on 10 years of marriage.. my wife has this medical condition called vaginismus.. really love my wife but this no sex thing is starting to get to me now..

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Additional Posts

90 min one way drive from home to client site or stay at a shitty hotel near client ( non Marriott or spg hotel)?

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Hi, I'm wondering what the salaries are at MBB but in Europe and more directed at a design director. I'm at my final interviews but with COVID im sure there will be a bit of a delay but wanted to 1/2

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SOS I’m a first year teacher. I’m at a VERY challenging school district & a different culture than I’ve ever been around before. I cant get through a full day’s lesson! I spend more time disciplining!

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What are exit opps from Slalom like? similar in terms of industry exits as big 4? not looking to move into mbb or pe by any means later on.

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How long do you have to be with Deloitte before you get eligible for pension?

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Anyone willing to give Deloitte referral in Atlanta? Would love to connect.

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for those of you who have gotten multiple offers from MBB, which did you choose and why? Looking back would you have done the same

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If I'm applying to MBB from Deloitte, am I automatically dinged for coming from Deloitte? Or do they look at the details of the resume (projects, etc) before figuring out whether to ding me?

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Average salary for a social strategist in NY? 2-3 years experience.

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I think I am going to have a nervous breakdown sometime soon. My closest friends and collegues are getting laid off; I am safe for now but it seems am counting days. I was supposed to move to another country but stuck due to the pandemic. Living alone far from family and can't meet friends. And to too this all I can't help but feel saddled by this 'world sadness'.. the number of Covid deaths, the racial issues, the grim economic future. Anyone out there feeling like this? How are you coping?

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Anybody in San Francisco area want to start a weekly GMAT study group?

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Comment the percentage that your company matches for 401K. I am new to this savings plan. Want to know which company offers 100% match.

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Did the same thing last year - because the cultural issues aren’t limited to Big 4/MBB. (Major bullying and favoritism was rampant throughout both my prior ~$20M firms.) Biggest challenge for us was

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I just came home to avoid having a panic attack. My hours are very low and I’m worried about getting fired.

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Why the hell do the bathroom faucets at ORD drip water like we're in the Sahara?

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Going to Seattle for 2 days in July. Looking for a mid-tier Marriott hotel to stay at. Any favorites? Thanks fam

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What percentage of 1st years at MBB are undergrad hires vs MBA hires?

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RSM Chicago switches to jeans policy! Wondering when B4 Chicago offices will get with the times and do the same

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Anyone using structured products? Comparing them with FIA’s and they can really do well. Some downside unlike an annuity but better upside.

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