Jeff Jensen, CLTC, RICP Financial Advisor

09/30/2026

Whether it's navigating financial conversations with a partner, reaching a major life milestone or leaning on loved ones for support, confidence can be strengthened from understanding your financial situation and making informed decisions, said Ashley Weeks, Wealth Strategist, TD Wealth

401kspecialistmag.com

09/29/2026

Our research suggests that retirement planning may be most useful when it considers both financial preparation and the individual priorities that can help shape how a person wants to spend the next stage of life

www.forbes.com

09/28/2026

One thing I've seen consistently with financial professionals is that a life insurance conversation often opens the door to bigger planning discussions.
Conversations that start with protection can often lead to discussions around business continuation, succession planning, executive benefits, and personal coverage needs.
Comment below👇if you'd like conversation starters, client-facing resources, or planning ideas for Life Insurance Awareness Month.
https://livesocial.seismic.com/aNWJB5

09/25/2026

Struggling to retain specialized talent? Felix Okwaning, Managing Director – Enhanced Plan Design at Principal®, shares innovative retention strategies to address the unique needs of these in-demand professionals. https://livesocial.seismic.com/aiDL4g

09/24/2026

As institutional investment programs grow more complex, the right custody partner can play a critical role in supporting oversight, efficiency and risk management. Mike Gaul, vice president of Principal® Custody Solutions, shared five key questions to ask when evaluating a custody partner.
https://livesocial.seismic.com/alLQ8n

09/23/2026

Before the first home health visit, families can ask the agency for the written plan of care and pin down four things: which services Medicare has approved, how many visits or hours the agency will actually provide, how long the skilled need is expected to last, and which bathing, meal and supervision needs remain uncovered

247wallst.com

09/23/2026

"Most Americans don't have a lot of extra cash lying around, and when they are hit with an unexpected expense in a month when their income is allocated across all necessities of life, it can push people into medical debt they are unable to pay," Collins said

www.cbsnews.com

09/15/2026

Take them from the first day to graduation day. Transform their future with an EDGE. Scholar's Edge 529 Plan.

https://scholarsedge529.com/?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial

09/14/2026

Business decision-makers are heading into Q4 with their eye on year-end. But let's not forget about long-term planning.
September is Life Insurance Awareness Month—a great time to think about life insurance strategy. How can it help support your business goals and create flexibility for the future?
https://livesocial.seismic.com/ackqVP

09/11/2026

How One Question Can Change Your Decision Making

www.forbes.com