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Evaluating When to Replace Split-Dollar Life Insurance

December 30, 2015

Your client’s split-dollar coverage could turn into a ticking time bomb. Here is how you can help your client decide

How Can a Ganjapreneur Get Life Insurance?

December 30, 2015

Learning how the legalized marijuana industry works can help advisors add more green to their bottom line.

SEC Sneaks on Board the Fiduciary Train

December 30, 2015

Political gridlock is one factor preventing the Securities and Exchange Commission from enacting its own fiduciary standard.

Profiles of Success – What it Takes to Be a Top Earner

December 30, 2015

An InsuranceNewsNet Poll Shows Over-$100,000 Producers Succeed With Diverse Businesses and Midsized Shops

How to Get More Dream Clients in 2016

December 30, 2015

An interview with Chet Holmes Everyone needs a “stadium pitch,” a strategy for attracting clients faster and in greater numbers.

We Always Need Another Hero

December 30, 2015

Can you imagine wanting to hear a story so badly that it is your dying wish?

Bigfoot Sighting? Tax-Free Roth Conversions Do Exist

December 1, 2015

Just as there are those who believe Bigfoot exists, there are also those who believe that every Roth conversion results

The Questions That Help Find the Right Disability Coverage

November 30, 2015

It’s not enough to convince your client to purchase disability insurance. You also must match the correct options to your

Advisors and Clients Stuck in Strategies Ignoring Longevity

November 30, 2015

Financial professionals are still pushing accumulation strategies when older clients are most worried about outliving their funds, a survey says.

Does Your FIA Index Crediting Strategy Swing for the Fences?

November 30, 2015

A strategy can aim either for steady low returns or occasional high returns. Here is how to think about the

Learning the Facts of Life — Whole Life, That Is

November 30, 2015

Five facts about whole life insurance that may help “seal the deal” when your client must choose the type of

Beating the Odds Twice: Getting Coverage for Cancer Survivors

November 30, 2015

A client’s cancer diagnosis doesn’t necessarily mean they no longer qualify for life insurance coverage. Here is how you can

DOL Fiduciary Rule Opponents Have a Few Arrows Left to Use

November 30, 2015

The successful fight against the Securities and Exchange Commission’s effort to regulate fixed index annuities provides a blueprint.

DOL Fiduciary Rule Opponents Have a Few Arrows Left to Use

November 30, 2015

The successful fight against the Securities and Exchange Commission’s effort to regulate fixed index annuities provides a blueprint.

How To Get Everyone On Your Sales Team

November 30, 2015

An interview with Todd Cohen Who is on your company’s sales team? Everyone! Even if sales isn’t part of an

Inside the DOL's War on Annuities

November 30, 2015

For those who sell annuities, the Department of Labor’s proposed fiduciary rule will bring either a significant shift or a

Know Why the Black Swan Sings

November 30, 2015

Buzzwords are the signposts along the flat earth of business theory.

ACA Pushes Industry Toward Life/Annuity Track

October 29, 2015

It seems as if the life and annuity business is moving along one path, and the health insurance business is

Research Suggests QLACs Are Critical Piece of Retirement Puzzle

October 29, 2015

A new report recommends offering a selection of investments tailored for funding withdrawals during the early retirement years, and a

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Press Releases

  • Rockwood Programs Appoints Kerry Ladouceur as Vice President, Financial Lines
  • JP Insurance Group Launches Commercial Property & Casualty Division; Appoints Joe Webster as Managing Director
  • Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List
  • Highland Capital Brokerage Acquires Premier Financial, Inc.
  • ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
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