The fiduciary standard was the ideal at the center of the Obama-era Department of Laborâs Conflict of Interest Rule, so much so that it was known as the fiduciary rule.
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Harley Tobon aims to bring professional financial advice to as many people in his Latino community as he can.
NAIFA President Tom Michel talks to Publisher Paul Feldman about how to hire the right people and keep them.
Just like a baseball player has a pregame routine before each game, so can you use a pre-appointment routine to increase your chances of success. Here are the four bases you want to cover.
The four questions you must guide clients through in order to plan for their future quality of life.
The year was actually good for quite a few people. I heard from many advisors and marketing organizations that were having a banner year.
Taxes, health care and labor rules are sure to change, with many other issues expected to come into play.
Workers seek more customization and financial well-being tools as we move into 2021.
Itâs a good time of year to plan your vegetable garden.
If you take an organized approach to running your business, you will start making the time to do what needs to be done.
Addressing the excise tax on compensation paid to nonprofitsâ key employees.
The costs of care in a nursing home can be financially devastating to a client in a matter of months. Here is one tool that can be an option to cover those costs.
Research shows a high percentage of Americans are likely to buy life insurance in the next 12 months.
Research shows an opportunity for advisors to help people of color catch up with their retirement preparedness.
The COVID-19 pandemic has inspired advisors and the industry to give back in creative ways.
Gregory Dexter is advising todayâs clients while drawing on his grandfatherâs wisdom.
Greg Gagne tells how others helped him think bigger, and how he is giving it forward.
The pandemic has highlighted health concerns and is a special challenge for those who need long-term care services.
The market for esoteric asset-backed securities offers compelling opportunities for investors seeking greater yields against more traditional fixed-income securities of similar quality and duration
A tax-free gift to a trust that owns life insurance can potentially avoid all taxation.
The pandemic has made consumers more aware of the need for life insurance and more aware of the role of the advisor in the purchase process.
How brokers can provide their employer clients with benefits that help their workersâ financial health.
How annuities can spread wealth to subsequent generations while helping advisors retain clients in the family.
President-elect Joe Biden is busy filling out a team and putting together plans for his administration. Here are the key economic and regulatory players and the potential influence they will have on insurance and financial services.
Every client had their own challenges and opportunities from COVID-19, yet the pandemic taught advisors lessons that can help them empower all their clients in planning for whatâs next.
Understand the cause of negative thinking and how it limits your potential.
How are those New Yearâs resolutions going? If they are already a distant memory, here is how to restart.
Rarely has a year dawned with such trepidation and hope. The end to the COVID-19 crisis is within view. Or more accurately, we can see the beginning of the end to this crisis.
The life and health industries got past the emergency phase, but conditions are still critical.
In this interview with Publisher Paul Feldman, David McKnight reveals how advisors can use the tax message as their rallying cry and their killer sales proposition. He also shares tips on how advisors can improve their remote selling game. Â
A firm that needed a special type of financial planner found just the right person when they hired this military spouse turned advisor.
The class had already gathered when the teacher, Ransom Stoddard, entered the room jammed with Latino kids, immigrants, and white and Black farmhands.
How advisors can add value by planning for the specific financial challenges women face in retirement.
Why now is a good time to employ these insurance vehicles for asset accumulation goals.
A family can benefit from cash value life insurance in many ways, but how does it affect college financial aid?
These rising stars discuss how they navigated their first few years in the business.
The life insurance coverage gap already was a concern before the pandemic became a reality.
Take a few minutes to move away from the computer screen and refresh.
The way to make time for the things you want to do is to plan the time you spend doing work.
There are plenty of ways a ID application can get bogged down. Here are some suggestions to maneuver your way through the underwriting process.
How you can move the needle within your business and lead efficient meetings.
SECURE 2.0 seeks to build on the changes in the SECURE Act to expand savings options for retirees, but will it pass?
