It’s not enough to help your clients plan for their estate. Help them avoid making a disastrous executor choice…

With the growing complexity of the benefits marketplace and a shifting regulatory environment, employers are increasing their reliance on knowledgeable

Advisors are turning to planning strategies that are equal parts offense and defense — and deferred income annuities are playing

How a new variety of annuity combines the appeal of indexed products with the simplicity of a traditional annuity…

New developments in longevity research could lead to significant changes in the way life insurance is underwritten…

The decision to purchase life insurance is a big one…

the foundation of your thinking on pain vs. gain selling…

In this Annuity Awareness Month, awareness is pivoting toward the Department of Labor’s fiduciary rule, which will affect at least

Dan Seidman, author of The Ultimate Guide To Sales Training, discusses how to tell the difference between pain-motivated and gain

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