Here are five common objection scenarios and how to address them.
Formerly licensed insurance agent Narek “Erik” Harutyunyan, 31, of Camarillo, Calif., was sentenced this week in Ventura County Superior Court…
The American Council of Life Insurers (ACLI) today announced the formation of a groundbreaking, nonprofit investment partnership to exponentially expand the industry’s capability to help close the racial wealth gap and drive upward mobility in communities of color.
Being an ally and supporter of your diverse staff, colleagues and friends within our industry involves intentionality, vulnerability and the quest for lifelong learning. These three podcasts are excellent places to keep in touch with the latest DEI issues and developments.
As President Joe Biden delays student loan payments and considers loan forgiveness, borrowers across generations are postponing important financial decisions because of the debt.
MINNEAPOLIS – April 27, 2022 – As world tensions increase and the stock market continues to be volatile, Americans say…
As U.S. drivers face a raft of auto insurance premium hikes from several of the nation’s largest insurers, company CEOs…
Deutsche Bank issued a note to investors that not only is a recession coming but that it will be worse than expected.
SAN FRANCISCO–(BUSINESS WIRE)–RetireOne today released new research from Michael Finke, PhD, CFP, entitled, “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity.”…
NEW YORK, April 26, 2022 — Mutual of America Financial Group announced today that it has entered into a Stock…
Top advisors who have adopted technology are growing their book of business revenue by 26%, year-to-year.
Within the world of insurance underwriting, automation improves carriers’ overall workflow by achieving greater speed and efficiency, adapting to changing business needs, reducing human error, and improving team roles, responsibilities and overall company production.
MINNEAPOLIS – April 12, 2022 – To help clients address the risks that market volatility can have on their retirement…
Here are five additional opportunities to use technology to move quickly to close sales.
Three innovative financial offerings – cryptocurrency, fractional stock shares and securities-based lines of credit (SBLOCs) – are going mainstream, with penetrations in the double digits among U.S. households, especially among younger investors.
Former insurance agent Marc Leigh Miles, 71, formerly of Irvine, Calif. and currently residing in Eagle, Idaho, was arraigned last…
DULUTH, Ga. — Primerica released the Middle-Income Financial Security Monitor for the first quarter of 2022 — a national survey…
Sharity Ministries, formerly known as Trinity HealthShare, filed for bankruptcy in late 2021 and began the liquidation process. With so many outstanding claims against the ministry, it is unlikely that its members will receive the reimbursements they are owed.
As financial planners, we must scrutinize every data point our clients provide. Are they maxing out their 401(k)? Will their estate plan be properly executed? Do they have the proper insurance? How do we project investment returns in the future given their risk appetite? The last question is arguably one of the most important questions an advisor must consider.
