More than a third of pre-retirees are very worried about running out of money in retirement, according to Secure Retirement Institute research.
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Prudential Continues Product Shifts, Posts Strong 3Q Earnings
Prudential executives said individual life sales continued to be strong with higher variable life sales compared to the year-ago quarter, offset by lower sales of other policies.
Why Your Clients’ College-Age Children Need Health Care Directives
One way to begin financial planning conversations with the younger generations is for financial advisors to connect with their existing client base and encourage parents of college students to put health care documents in place for their children.
DOL Drops ‘Bomb’ On Advisors Who Give Advice To IRA Owners
In the Investment Advice PTE, effective since Feb. 16, 2021, the DOL announced that most recommendations to make a rollover are considered fiduciary investment advice.
While the Certified Financial Planner certification has long been considered the “gold standard” of financial planning credentials, it has recently become more of a foundational knowledge base for those serious about helping clients achieve their financial goals.
The Rolling Stones have kicked off their 2021 No Filter Tour, and Prime Insurance Company has agreed to insure the event with Prime’s contingency policy – allowing Prime to insure the tour when others would not.
Many advisors scoff at the notion of offering Medicare products to their clients. Should they reconsider?
One-third of Americans said the pandemic was the primary reason they began shopping for life insurance. Now is a good time to turn those intentions into actions.
If Congress passes the vast reconciliation bill, voters will like what’s in it. That’s the Obamacare-like line some Democrats are taking as President Joe Biden steps up his campaign to pull the sprawling spending package across the finish line.
The New Way To Use LinkedIn, Plus 3 Easy Steps To Get Started!
LinkedIn has evolved tremendously over the past decade. In the past few years, LinkedIn has become more like Facebook – very social and engaging. It is an incredibly powerful platform if you use it correctly. LinkedIn can transform the way you do business development if you’re willing to make the effort.
What Can We Expect With Taxes And The Fed As The 4th Quarter Nears?
The economy is open — or is it? Pandemic concerns continue, schools are open, but some have reverted back to remote learning. Many employees continue to work from home. No wonder it feels like we are riding an economic seesaw.
The ABCs Of Building A Rewarding Client Base
Crafting your client base can be a daunting task, but simplifying it to a system that’s easy to digest will streamline your search process. The “ABC” system that I use is interlinked, as each component depends on, and thrives off one another.
An Alternative To A Life Settlement
Life insurance agents now can offer their existing clients a product that allows policy owners to keep their policies while eliminating their out-of-pocket premium payments.
5 Ways Social Media Can Accelerate Your Success
Whether you’re on the fence about using social media to accelerate your success or you’ve started to dip your toe into the water to see if it’s warm enough to dive in, you’d likely agree social media is a powerful platform that can be leveraged for your business success.
Empathy, a platform helping families navigate the logistical and emotional journeys they face after losing a loved one, today announced a concept partnership with New York Life1, America’s largest2 and most admired3 mutual life insurer.
It came as a surprise for many when iconic heavy metal-rock & roll band Metallica and insurance monolith Lloyd’s of London (Lloyd’s) recently shared headlines.
Ex-California Insurance Agent Allegedly Stole $1.2M From Elderly Clients
Former licensed insurance agent Robert Stoddard, 66, of San Clemente, Calif., was arrested after a Department of Insurance investigation found he allegedly stole over $1.2 million from more than 20 victims, including 14 seniors.
Financial planning for the LGBTQ+ community embodies a wide range of topics like marriage decisions, financial protection, family planning and legacy planning.
The Zero Estate Tax Plan: The Cure For Planning Fatigue
Life insurance is the bedrock of a plan to provide funds to charity while giving cash to clients’ beneficiaries.
Build A Client Portfolio That Suits Your Strengths
By identifying your ideal client, thinking outside the box, and playing to your strengths, you’ll be working smarter, not harder, to build your business. The result: a client pool tailored to your preferences and strengths, allowing you to boost your portfolio long-term.
