Sunny beaches and bright ideas: 2025 MDRT Annual Meeting recap
Courtesy of MDRT Thousands of financial services professionals from all over the world gathered in the United States last month,…
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The evolving role of TPAs in building health plans
Through deeper data access, flexible plan design and a focus on member education, TPAs help employers strike a more sustainable balance between cost and care.
International stocks are having their moment. Will it last?
Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.
Why your clients should be planning for healthcare costs in retirement
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.
4 ways to incorporate AI into your advisory practice
Rather than viewing AI as a threat, financial advisors should see it as a powerful tool that can enhance capabilities and free up time for more strategic, creative, and client-focused tasks.
How insurance riders maximize coverage without breaking budgets
When evaluating different risk management options, insurance riders that offer additional benefits have become increasingly popular.
Your pension, your legacy: Making the most of what you’ve earned
It’s essential to review the important considerations to help ensure your clients are making the most of their benefits and optimizing retirement income.
Inflation anxiety: Bridging the gap between a client’s fears and their financial plan
With 63% of Americans viewing inflation as a major issue, according to Pew Research Center, clients are understandably anxious.
Beyond Finance: How an inclusive approach builds client trust
When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers.
5 trends shaping and challenging the insurance industry
Amid shifting landscapes, from geopolitical change to climate impacts, we predict the following key trends will shape the future of the industry.
Sudden Wealth: 3 Essential tips for inheriting money
Receiving an inheritance often comes with mixed emotions, grief and responsibility with a splash of financial anxiety. With all of these emotions in play, it is easy to make impulse decisions on how to use the money.
The 4% Rule: A safe bet or a missed opportunity?
For decades, the 4% rule has served as a widely accepted guideline for retirees seeking to ensure their savings last throughout retirement.
Expertly navigating retirement expectations and limits
Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in partnering with a financial advisor?
Emergency Preparedness: How advisors can prepare clients for hurricanes
A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial wellbeing.
AI: Speeding up the underwriting process
Advances in technology are producing better data, which leads to faster, more accurate and less invasive underwriting.
It’s a new year: How will you reinvigorate your client service?
The new year presents new opportunities to provide premier client service and to connect with fellow financial professionals across the globe.
The light at the end of the tunnel: Selling and valuing your advisory practice
All too often, advisors haven’t adequately addressed their own retirement. As the expression goes, the cobbler’s children often have no shoes.
Surpassing expectations: How planning helps clients with their financial goals
The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and life goals.
Performance review crash course: 4 tips to get you prepared
By reviewing your accomplishments, researching compensation data, and mentally preparing, you can walk into your meeting with confidence, ready to map out the next steps in your career.
Empowering clients to enjoy their hard-earned wealth
We, as financial advisors, see a common dilemma among clients: despite disciplined saving and careful planning, we often hesitate when it’s time to spend on the very experiences they’ve been working toward.
