Beyond Zoom: Continuing The Technology Journey
Advisors, carriers and clients have become more proficient in using technology. But which tech tools are helpful and which are simply shiny objects?
Finding Freedom Through Technology And Automation
Zoom is so 2020. How advisors are raising their technology game with automation.
An Unstoppable Mindset — With Rebecca Korn
Rebecca Korn describes how you can crush your 2021 and have a magical 2022 — An interview with Paul Feldman, publisher.
Courts Left To Clean Up IUL Sales Fraud
How an independent marketing organization filed for bankruptcy over the sales of hundreds of indexed universal life policies.
Manhattan Project — With Barjes Angulo
Barjes Angulo started out as a bank teller in New York City and worked his way to a Midtown advisory with his name on the door.
Don’t Get Dragged Into The Social Media Wasteland
Social media can be a wonderful tool for promoting your business and connecting with others, but it also can damage your mental health. How to recognize the dangers and protect yourself.
Why Offering DI Can Transform An Employee Benefit Package
COVID-19 led employers and their workers to have new priorities in their workplace benefits packages.
Long-Term Care Is A Subject You No Longer Ignore
The financial impact of a long-term care event is something that advisors must address with clients.
Moving To A Stakeholder-Focused Business Purpose
When businesses put purpose before profit, they can lead the way in addressing social challenges while innovating in new products.
Variable Annuity Sales Are On The Rebound
The shift to simpler, straightforward VA products is a winning proposition in the current environment.
Six Tips For Building Trust With Clients
Education, communication and positivity are key attributes that will create a trusting client relationship.
Capped And Uncapped Annuity Strategies: Weighing The Options
Each of these strategies provides accumulation potential while usually allowing for flexibility and reallocation opportunities.
Protecting Clients’ Retirement Income From Taxation
Advisors must diversify clients’ assets to include tax-free sources of income.
Tech: More Than Shiny Things
This month we’re taking a look at tech, automation, and how it will affect your business going into 2022.
Premium Financing: Helping Heirs With Estate Taxes
A high-net-worth client needed a strategy to provide liquidity for her heirs.
Taking The Long View On Long-Term Care
Six takeaways to discuss with clients when considering their future expenses should they need long-term care.
DOL Likely To Revisit A True Fiduciary Standard, Experts Say
The Department of Labor is certain to take another crack at establishing a true fiduciary standard, a pair of experts agreed Wednesday.
Pandemic Led To First-Time Legacy Planning For 44.5 Million Americans
The pandemic prompted 44.5 million Americans to have first-time discussions about topics such as finances, health and legal plans.
VAs Power Total Annuity Sales To Near-Record Growth, LIMRA Reports
Total preliminary U.S. annuity sales were $62.2 billion in the third quarter, up 12% from third quarter 2020.
