Fresh off the producer-licensing win in Washington this month, insurance broker groups are gearing for their next big legislative battle around fiduciary standards and the responsibilities of financial advisors toward their clients…
When it comes to financial matters and preparing for the future, both men and women admit they have a lot of lost ground to make up…
With annuity sales down in the first quarter, low interest rates and health care reform injecting more than its fair share of uncertainty into the marketplace, the industry is looking to those niches in which to eke out consistent sales growth and steady profits…
It’s off to the U.S. Senate — finally — for the National Association of Registered Agents and Brokers Reform (NARAB) Act of 2013, which cleared a key committee…
The U.S. Department of Labor (DOL) has sued six trustees and financial advisors in connection with the misappropriation of $4.9 million from two defined benefit plans belonging to an Iowa foundry and a Michigan manufacturer…
One way that James P. Ruth attracts baby boomers to his firm and the retirement services it offers is by providing a brief concept guide on immediate annuities…
Here are a few noteworthy quotes from Wednesday’s presenters at MDRT 2013 in Philadelphia…
In reality, most of my clients can benefit from some amount of both term and permanent coverage. By offering both, we can tailor a plan that meets their needs but stays within their budget…
The purpose today is to share some of my secrets to selling in a virtual world…
One day, a small boy left a favorite toy at a hotel where he had stayed with his family. That’s not an uncommon event, but what happened afterwards was an awesome event, according to marketing expert Scott Stratten…
The Securities and Exchange Commission (SEC) has charged several investment advisors with two counts of stealing $3.1 million from the Detroit police and firefighters pension fund to pay for a failed real estate venture, and then colluding to keep the theft private…
With every major product line experiencing positive premium growth, total individual life new annualized premium grew seven percent in the first quarter of 2013, according to LIMRA’s First Quarter 2013 Individual Life Insurance Sales Survey…
Here are a few noteworthy quotes from Tuesday’s presenters at MDRT:
What do employers care about the most? What is on their minds all the time?…
Selecting the right financial advisor to approach for a professional partnership is a little different from selecting an attorney or an accountant…
Today’s supercomputers will keep on growing in computational powers to the point that they become an “epic force” and that will usher in a world of “unprecedented abundance,”…
Consumer-directed health plans (DCHPs), which make employees pay a higher percentage of their health expenses, have led to fewer physician visits and lower uses of prescription drugs, according to a comparative study…
Here are a few noteworthy quotes from Monday’s presenters at MDRT 2013:
Today we are going to learn about how to make a profitable transition from commission-only sales to a fee-based financial planning practice….How do we start and how does it work?…
