By James O. Mitchel Behavioral economics is a blend of psychological and economic insights into how people manage risk and…
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LIMRA annuity researcher says survey shows clients are anxious about income and need a financial plan before buying By Steven…
One major area of interaction with our clients comes under the heading of “client education.” Some of this happens in educational communications between us and them…
An insurance advisor tells how he learned not to be scared of asking for the big checks…
As soon as you start to paint a picture about the financial consequences of something unforseen happening within that family unit, you open up the door to getting some significant referrals. You can get between five and seven referrals with just one question…
“We are at a 30-year low in the number of carriers we have in this industry and continuing to decline,” Feldman said in an interview posted on The Wealth Channel…
Although the current economic downturn has put a squeeze on budgets, the importance of protecting families and businesses with life insurance has never been greater or more needed…
As June, July and August are prone to thunderstorms, you may want to make sure your clients are getting the safety information they need…
Twitter is one of the many revolutionary social media outlets you can use to discover top prospects, but you must first familiarize yourself with how to use this new tool to your advantage…
Clients work hard to maintain their lifestyle, build nest eggs and save for their kids’ education, but they need to protect their human capital first…
Older clients may find variable annuities to be an appropriate tool to achieve their retirement goals because of the assurance many of them offer…
In order to prepare your clients for what’s to come, there are three tactics to take in order to help them feel confident and find solutions to meet goals…
For investment advisors, managing the performance expectations of clients can be more challenging than actually managing their investment portfolios…
Those making over $250,000 a year have become the target of discussion where potential tax increases are concerned…
There are many technology startups everywhere that require insurance policies – tap into that opportunity by offering your risk management services to them…
Jon Goldman reveals his “magic formula” that helps maintain balance between working in your business and working on your business…
Talking finances with friends can be complicated – learn what to say in three unique scenarios…
Two numbers bear mentioning when trying to understand the special challenges that the affluent face with regard to Social Security being a viable portion of their future retirement income: $110,100, and $2,513…
One of the most important things a potential employee looks for, aside from salary, is what the company is offering in insurance programs and retirement planning…
Mastermind groups are a way to find qualified prospects that match your ideal client that you’d like to clone – without breaking the bank…
