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August 1, 2022

6 pitfalls to avoid in selling final expense life insurance

Final expense is not an easy market, but avoiding these classic pitfalls will help you build a successful business.

August 1, 2022

RILAs: One way to keep the ‘risk on’ in retirement

A look at how registered index-linked annuities are gaining interest as other investments carry higher risks.

August 1, 2022

How your client’s health impacts their wealth

Younger generations of adults are less healthy than their parents — and that’s bad news for retirement.

August 1, 2022

Political advocacy doesn’t take a recess

The annual legislative recess is a great time to connect with elected representatives on their home turf.

August 1, 2022

Remodeling boom builds opportunities for agents

Homeowners who are upgrading their properties must make sure their coverage is up to date, while contractors have their own set of needs that could use some help from an advisor.

August 1, 2022

Winning over the reluctant prospect

The key is to make sure your clients understand what the policy is about, and why you’re recommending it.

August 1, 2022

How brokers can ease the pain of high health care costs

Benefit brokers can be even more of a resource to their clients by offering other services that can help their clients reduce costs while improving employees’ quality of life.

August 1, 2022

Automated underwriting eases the pain of applying for coverage

Some life insurers are looking to speed up the accelerated underwriting process even more.

August 1, 2022

Looking for our retirement safe harbor during an economic storm

The last time the U.S. experienced inflation above 8% and an unemployment rate below 4% was the early 1950s.

July 31, 2022

Is your office adapting to the flex culture?

Success in a hybrid work culture requires a new structure and a new style of management.

How Fed CBDCs could limit modern monetary theory’s impact

July 30, 2022

In today’s world of high inflation and multi-trillion-dollar budget deficit, many believe the U.S. government has spent too much to bring the economy out of the COVID-19 recession.

Should student loan borrowers also get life insurance?

July 29, 2022

NEW YORK, July 29, 2022 (GLOBE NEWSWIRE) — With student loan debt in the United States currently estimated to total…

What your clients need to know about rising interest rates

July 29, 2022

Interest rates impact the assets that insurance companies hold on their balance sheets as well as the math behind many popular advanced sales concepts.

July 28, 2022
Advisors speak out: What to do if you win the lottery.

Financial advisors weigh in: What to do if you win the $1 billion lottery

What would you do if you won the $1.1 billion Mega Millions lottery? We ask financial advisors for some advice.

July 28, 2022
Indexed annuities

House panel OKs proposal to lower RILA market entrance barriers

Financial advisors may find it easier to get into the business of selling registered index linked annuities (RILAs) after a Congressional committee Thursday okayed a proposal to lower some of the market entrance barriers.

July 28, 2022
5 reasons financial advisors should turn clients into advocates

5 reasons financial advisors should turn clients into advocates

Client testimonials and endorsements can be powerful enticements for prospects seeking to understand the benefits they will gain if they choose to work with a specific advisor.

Middle market companies report continued historic growth rates

July 28, 2022

COLUMBUS, OHIO — Halfway through 2022, middle market companies report continued historic growth rates over the past year. Although confidence…

Americans prepare for economy’s next act

July 28, 2022

July 27, 2022 Prudential Financial, Inc.’s latest Pulse research series, “Americans Prepare for the Economy’s Next Act,” finds fears of…

Why the traditional 60/40 portfolio allocation doesn’t work for most investors

July 28, 2022

With market volatility combining with inflation, a multi-asset approach to investing has become relevant again.

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