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November 2, 2020

What Will Happen To The Tax Laws After The Election?

An income tax increase is more likely than an estate tax increase. And it all depends on whether the Senate flips to Democratic control.

November 1, 2020

Ready or Not: The Year That Pushed Advisors Into Tech

COVID-19 forced many advisors to adopt technology, even if they were reluctant to do so. Here are stories of advisors who are making it work.

November 1, 2020

Agent Tools For Prospecting, eRetail Sales And Applying For Insurance

Life Insurance professionals need to leverage technology to engage with existing and prospective clients directly or indirectly.

November 1, 2020

On A Mission

How Rod Furniss went from a farmer to missionary to insurance agent to a legislator to serve a greater good.

November 1, 2020

The Millionaire Mindset

Annette Bau says advisors must do a deep dive into themselves before rising to the top of success.

November 1, 2020

Could Reference-Based Pricing Be The Answer To High Group Costs?

Reference-based pricing can offer substantial cost savings for employers, but brokers must make them aware of the potential risks.

November 1, 2020

Wellness Is The New Black

It’s an ideal time for the financial services industry to support consumers in protecting their financial health and their personal well-being.

November 1, 2020

Don’t Let Emotional Overload Capsize Your Life

How to recognize feelings of anxiety and deal with them appropriately.

November 1, 2020

After A Year Of Reacting, NAIC Looks To 2021 Reset Of Focus

State insurance regulators spent considerable time this year responding to the COVID-19 pandemic and racial strife that accompanied the Black Lives Matter movement. As the year draws to a close, regulators are setting a 2021 agenda filled with unresolved insurance issues.

November 1, 2020

Rising To The Challenges In A COVID-19 Business World

Advisors share their experiences connecting with clients in a socially distanced world.

November 1, 2020

For Young Adults, The Hardest Part Of Life Insurance Is Getting Started

Millennials and Generation Z say they believe in the value of life insurance, yet a large percentage of these young adults don’t own it.

November 1, 2020

COVID-19 Magnifies The Retirement Income Crisis

The pandemic has sparked fears that investors could lose their life savings. How annuities can help ease those fears.

November 1, 2020

Muddling Through The Middle

We all have been disrupted — many of us haven’t seen loved ones and friends in person, business is a bit more challenging, kids aren’t in the best learning environment (sometimes that might mean they are in your working environment) and of course there are the health effects of COVID-19, sometimes very dire effects.

November 1, 2020

Valuating Your Practice: 2 Costly Mistakes To Avoid

An expected wave of advisor retirements underscores the need to accurately valuate their practices.

November 1, 2020

8 Ways To Turn Social Media Into A Weapon For Success

Used correctly, social media can generate leads, build solid relationships and strengthen your brand.

November 1, 2020

Why The Annuity Tide May Be Turning

Many people can benefit from the guaranteed lifetime income that comes from annuities.

American Equity Making Deals To Survive Low Interest Rates

October 30, 2020

An industry leader in fixed index annuities, American Equity held a conference call Friday to discuss third-quarter earnings. Gross sales of $574 million were down 56% over the third quarter 2019.

Ready For Disability Insurance Sales To Double In 2021?

October 30, 2020

The pandemic is accelerating the trend of employees going into the gig world. Now, insurance companies are looking at how to serve that population missing out of disability coverage, according to Forrester Research.

Lost Your Way? Here’s 8 Steps To Get Your Mojo Back

October 30, 2020

At some point in their career, a financial advisor is likely going to feel professionally lost. They’ll feel stuck, and most critically, they won’t know how to move forward. These situations can be frustrating and frightening, but with the right balance of acceptance and action, advisors in these situations can get back on track.

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