Three hot topics at once. Talk about efficiency! Beyond efficiency, though, I do think there is a fairly deep connection here—and one that is worth talking about right now.
user
Raising Interest Rates To Curb Inflation: What Could Go Wrong?
It’s part of the mandated job of the U.S. Federal Reserve to prevent inflation from getting out of hand – and lowering it back to its preferred pace of about 2%. To do that, the Fed has signaled it plans to raise interest rates several times this year.
Do Investors Want The Bengals Or Rams To Win?
The Super Bowl Indicator suggests stocks rise or fall for the full year depending on which conference wins the big game. Check out this LPL Financial explainer for a breakdown of the data.
3 Reasons To Rethink The ‘Buy Term And Invest The Difference’ Strategy
Why are some people either for or against whole life insurance? It’s not a religion. It’s not something you believe in or don’t.
Commentary: Your Annuity Clients Probably Want You To Be A Fiduciary
The punishment for not acting as a fiduciary when you should have done so is potentially catastrophic to your practice and your net worth.
More than a third of pre-retirees are very worried about running out of money in retirement, according to Secure Retirement Institute research.
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.
