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How Same-Sex Marriages Affect Health Insurance, Benefits

September 28, 2015

With same-sex marriage now legal throughout the U.S., couples have a number of options to wade through regarding health coverage

Fixed Index Annuities: Protecting Against the Longevity Risk

September 28, 2015

Fixed index annuities make your client’s retirement savings work harder, providing growth potential and principal protection.

Fixed Index Annuities: Protecting Against the Longevity Risk

September 28, 2015

Fixed index annuities make your client’s retirement savings work harder, providing growth potential and principal protection.

Experts Warm Up to QLACs, But Will Consumers Buy Them?

September 28, 2015

Academics and other experts are seeing the value of QLACs in retirement planning, but market data is not conclusive on

Planning for Success Pays Off for Clients and Advisors

September 28, 2015

The latest LIMRA research shows that retirement planning needs a dash of tough love.

What Does $100,000 Look Like In Retirement? Protecting Against Longevity Risk

September 15, 2015

Index annuities can help your clients with the income and flexibility to cover retirement expenses they may not have considered.

The Three-Act Sale

September 3, 2015

The operative word in Life Insurance Awareness Month is the third one.

How to Turn a Discussion About Death Into an Opportunity

August 27, 2015

Advisors fear that putting the subject of death directly on the table will make clients uncomfortable and push them away.

3rd Enrollment Season Is the Charm for Benefits-Focused Advisors

August 27, 2015

It’s time to gear up for another open enrollment season. Here are some things to keep in mind as you

Like a Golf Score, a Lower Risk-to-Return Ratio Wins

August 27, 2015

The lower the score, the better with an investment strategy that takes performance and volatility into consideration.

Generation Y’s Surprising Interest in Annuities, Security

August 27, 2015

Many members of Generation Y are facing high student loan debt and disappointing job prospects. Nonetheless, they are considering how

The Great Presentainer

August 27, 2015

The most influential salespeople don’t just present material to their audience. They entertain and engage their audience. Dave VanHoose is

Do You Have What It Takes for Advanced Sales?

August 27, 2015

How do you get to the advanced level of life insurance selling? One trait that all advanced practitioners share is

Death Benefit-Only Plan Opens Opportunity in Nonprofit Sector

August 27, 2015

Providing this coverage to a key employee can be a profitable venture into nonprofits.

Retirement Security Is the Least ‘Helped’ by the DOL Proposal

August 27, 2015

While the argument rages over the Department of Labor’s new fiduciary standard, American consumers are drifting farther out into the

Ask and You Shall Receive

August 6, 2015

How to built trust, better rapport, and more sales with Power Questions, An interview with Andrew Sobel by Paul Feldman,

Inspired to Sell The moments that changed advisors

July 30, 2015

Advisors share what inspires them to keep going forward while the industry looks at what inspires the next generation in

Waiting for Inspiration’s Call?

July 30, 2015

Many of us wait for the spark of inspiration to do something either with our lives or with our work.

Power of Substitution Leverages Potent Life Insurance Strategy

July 30, 2015

A grantor trust can use substituted cash for tax-free guaranteed survivor universal life insurance that benefits heirs and offers a

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Press Releases

  • 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
  • Hexure Offers Real-Time Case Status Visibility and Enhanced Post-Issue Servicing in FireLight Through Expanded DTCC Partnership
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