Here’s an option for your clients who self-insure their employee health benefits.
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What’s Next For Brokers In The ACA Environment?
The loss of commissions on individual health plans can lead to expanding the customer relationship into other lines of business.
Advisors wooing Gen X, Gen Y and millennial clients would do well to remember that baby boomers remain kings of the asset world, says our Cyril Tuohy. Boomers will eventually liquidate $59.4 trillion.
Many financial advisors overlook the opportunity to discuss life insurance with clients.
Simple ways to boost your online business and increase your overall chance of success.
Why is the Department of Labor seemingly unconcerned with potentially high fees associated with 401(k) plans? Instead, regulators went after IRA money.
How can you make a bigger impact on your niche? By using ‘relationship marketing’ to influence your influencers, says one successful California advisor.
The life insurance industry’s current business model is not working. But it’s not too late to change course.
Family offices are not just for the mega-wealthy anymore…
It’s not enough to help your clients amass enough money to hand down to the next generation. Wealthy clients need
Just because someone has a nationally broadcast radio show doesn’t mean he has the right answers on life insurance…
Long-term care policyholders who take advantage of wellness initiatives may find lower premium rate increases as a result…
The next generation of high-net-worth investors offers a financial “sweet spot” for wealth managers…
Clients who have formal written plans are more likely to consider asset consolidation and explore their options for generating guaranteed
The final version of the Department of Labor’s fiduciary rule contained a few surprises. We break it down to show
Prospects frequently are put off by the word “retirement” and its negative implications. Here is how you can encourage clients
Here is how to keep the language straight in an annuity sale — and make sure clients know what they’re
Achieving success is much more than just thinking big. That’s the word from Jeffrey Hayzlett, who bought and sold 250
A fixed deferred annuity offers flexibility for investors whatever their financial goals or current life stage…
News reports about life insurers failing to notify beneficiaries don’t address the real problem of verifying information.
