How to go from running hot and cold to knowing what temperature to set.
I know that at some point while dashing through the local outlet center or around the nearby retail hub, I’ll hear the familiar sound of the bell beckoning shoppers to throw some cash or change into the Salvation Army kettle.
The full effects of the COVID-19 pandemic on the life insurance industry have not been fully realized.
A look at a client’s likelihood of needing care and the cost of obtaining that care show the various factors that impact those estimates.
Providing advice on Medicare can help the financial advisor deliver an exceptional client experience.
How advisors can prepare clients for the “known unknowns” in retirement income planning.
Being the coach of your clients’ financial security means finding the best defense to support their goals.
Real estate investments can lead clients to previously unconsidered sources of income and financial confidence.
We need more people coming into financial services who care about Main Street Americans, and we need more advisors to recognize with pride the work that they do protecting individuals and small businesses.
Balancing the workload between P/C and life sales might not be as impossible as you think.
A new fiduciary rule is expected to land sometime in the spring. It will join a crowd of regulators and lawmakers trying to make it safer and easier for Americans to save for retirement.
Courts in several states continue to referee an unraveling of the saga with a team of attorneys representing at least 142 plaintiffs in an Arizona bankruptcy court. A March 3 hearing is scheduled in that case.
With what seems like an onslaught of endless crises, clients have begun asking about what they can do to help bring about more positive change. Beyond donating to charities or allocating time to volunteer, are there other actions they can take to make a difference?
This year has taught financial advisors many valuable lessons—lessons that should hopefully prepare them to handle the numerous opportunities and challenges that await them in 2022.
Setting New Year’s resolutions allows us to exercise the virtue of aspiring to a goal and following through on it, having a sense of control over the events in our life.
Americans say they worried the most about the COVID-19 pandemic in 2021, but rising inflation is now seen as the biggest risk to their retirement plans.
The nation’s long-term care insurers paid out $12.3 billion in claims during 2021. That represents a significant increase over prior…
The pandemic effects, combined with the persistent low-interest-rate environment and ever-changing regulatory landscape, made annuity sales a difficult proposition in 2021.
Insurers that are currently offering digital products are seeing benefits across the insurance value chain.
