Lincoln Financial’s strategic changes spur strong Q2
Lincoln Financial Group sees strong Q2 financial results, with net income significantly boosted by strategic actions, favorable market.
Legal experts: 5 best practices for advisors texting clients
As financial advisors increasingly use text or social media with clients, experts have outlined best practices for avoiding liabilities.
This surprising factor is driving independent advisor job dissatisfaction
A new study by J.D. Power has found a drop-off in company leadership is driving job dissatisfaction among independent financial…
Buying life insurance is not like buying a new car
For many people, purchasing their first car and purchasing a life insurance policy are two major milestones on the road to adulthood.
Aging: How to help clients avoid a crisis
Advisors are crucial in helping older clients and their families navigate the challenges of aging.
The insurance industry’s best-kept $5B secret — With TruStage’s Terrance Williams
Previously a collection of relatively anonymous brands, TruStage — now unified under its new branding and helmed by a new CEO — is working to build its share of the middle market as it builds on a loyal base of credit union members.
Planning for a full house — With financial advisor Alex Chan
Alex Chan helps his clients plan and protect multiple generations of their families.
What’s on the horizon for state regulatory advocacy this year
Our profession continues to be impacted by laws and regulations in every state.
Holistic solutions to grow an advisor’s business
Integrating a suite of financial wellness solutions will help retirement plan advisors elevate their offerings.
A dynamic market requires continuous learning for financial advisors
Advisors need to keep up with new regulations and new technologies to better serve their clients in a changing world.
Retirement: Planning for the third half of life
How one advisor teaches clients to approach retirement with optimism and joy instead of fear and dread.
Summertime brings grassroots alive
The August recess is the perfect time for financial professionals to meet with their representatives in Congress.
Seniors’ changing outlook on retirement
As the financial landscape continues to evolve, so does the perspective of seniors approaching retirement. To provide the most relevant and effective guidance, advisors and agents must stay abreast of these shifting attitudes
Anatomy of an FIA: 6 benefits to investors
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
Building sustainable wealth for high net worth clients
Help high net worth clients use life insurance for tax mitigation.
Benefits of estate planning with life insurance for seniors
Life insurance can serve as a valuable part of a retirement plan, beyond paying a death benefit.
How do you become a better financial educator?
Once you’ve got the knowledge and presentation skills down and are ready to take those skills to the next level, you need to determine how you best teach.
KKR makes full use of Global Atlantic ownership during strong Q2
KKR executives touted the full earnings potential of Global Atlantic Financial Group beyond its powerful annuity sales during a call with analysts.
Will the Inflation Reduction Act make waves in other markets?
Non-Medicare clients won’t be impacted by the law. But can prices in one sector make waves in another?
