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5-minute Finance

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Why everyone benefits from a retirement planning class

August 18, 2025 Advisor News No comments.
Image shows the 5-Minute Finance logo and several people milling around
Retirement classes provide valuable training for advisors of all levels.

Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community.

Read more
July 11, 2025
Image shows the MDRT Annual Meeting in June
MDRT members say their June meeting in Miami Beach was a success.

Sunny beaches and bright ideas: 2025 MDRT Annual Meeting recap

Courtesy of MDRT Thousands of financial services professionals from all over the world gathered in the United States last month,…

May 23, 2025
Image shows the 5-minute finance logo
Insurance riders can solve a lot of issues for clients.

How insurance riders maximize coverage without breaking budgets

When evaluating different risk management options, insurance riders that offer additional benefits have become increasingly popular.

April 11, 2025
Image shows the 5-minute finance logo and a man's hands.
An inclusive approach can build trust with clients.

Beyond Finance: How an inclusive approach builds client trust

When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers.

March 14, 2025
Image shows "5-Minute Finance" header and a man, woman and an advisor.
The more you learn about a client’s financial history and retirement savings, the easier it becomes to customize a financial plan.

Expertly navigating retirement expectations and limits

Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in partnering with a financial advisor?

January 29, 2025
Photo illustration showing two hands moving apart rather than shaking hands, with the title "Agency Mergers Slow." 2024-insurance-agency-mergers-slow-show-signs-of-surge-in-2025.

2024 insurance agency mergers slow, show signs of surge in 2025

There were 750 announced insurance agency mergers and acquisitions in 2024, down about 10% from the 833 reported in 2023.

November 15, 2024

Diagnosing miscommunication in retirement planning

By Curtis V. Cloke When presenting a concern to a doctor, they typically ask questions to better understand symptoms and…

October 18, 2024

Helping clients make a smooth transition to Medicare

As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.

July 12, 2024

Building Connections: 2024 MDRT Annual Meeting recap

Financial advisors exemplify a desire to learn from others and serve as listening ears to clients and community members alike….

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