Female clients demonstrate more loyalty to their financial advisors compared with male clients, keeping their advisors when they feel valued and heard.
The Conference Board economists presented data showing how inflation rates actually topped out around 5.5% in December of 2021 and are headed to below 3% by the end of this year.
The U.S. life insurance industry has been known for its recent slow growth compared to other financial sectors such as banking and investments. But now, the signs are finally pointing up.
Total 2021 annuity sales were $254.8 billion, the highest annual annuity sales since 2008, according to preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey.
Why are some people either for or against whole life insurance? It’s not a religion. It’s not something you believe in or don’t. It’s an insurance product and its important clients understand all their options despite the advisor’s personal opinion.