Does your investor client know how much they pay in fees?
Does your investor client understand the fees they are paying? A recent Hearts & Wallets study answers this question.
Get friends to do business: 2 distinct approaches
Broadcasting vs. narrowcasting: Which approach works best?
Prospecting: Beyond the steak dinner
Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.
Is the ‘Age Wave’ a retirement tsunami? — With Ken Dychtwald
‘Age Wave’ think tank founder Ken Dychtwald discusses the implications of aging, health and financial wellness
The science of security — with Bronwyn Martin
Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’
Whatever happened to DEI?
Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.
Key person insurance: A vital tool for startups
Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.
How the industry can help more women achieve financial security
The life insurance gap for women represents an opportunity for advisors.
Long-term care: A paradigm shift in financial planning
Planning for LTC is planning for a client’s peace of mind.
A changing approach to client prospecting
The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients.
2025 tax reform: Unpacking the challenges ahead
How will Congress implement the new president’s agenda?
Unlocking hidden AUM: Prospecting from within your client base
How savvy advisors can effectively prospect within their own books of business.
Securing income through a fully insured plan
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
Tech up your communication
How to reach clients and prospects without overworking your team.
Why DI remains the best option to fund disability costs
Dispelling three common myths surrounding disability insurance for ultra-high-income earners.
Wink reports a 4Q dip in annuity sales to close a record-breaking 2024
Total 2024 annuity sales raced to another record, according to Wink’s Sales & Market Report, even if the industry did close the year on a down note.
Globe Life hit with a pair of lawsuits over handling of 2024 data breach
Globe Life, Inc. faces a pair of lawsuits filed this week over a June 2024 data breach that exposed as many as 850,000 policyholders.
Determining tipping points for climate risk management
As climate change progresses, actuaries and insurance professionals require a method for identifying climate scenarios that could constitute a regime shift.
Morningstar: U.S. life insurers maintaining cash liquidity levels
Despite extended low interest rates and a trend toward riskier investments, U.S. life insurers’ are maintaining solid cash liquidity reserves, Morningstar reports.
