Tax policy is changing, Social Security is going up and proposed legislation would help Americans save much more for retirement. Many of these policy changes can be traced to one overarching concern: inflation.
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Anna Maasel overcame financial abuse and now helps clients overcome their shame and embarrassment surrounding financial issues.
Why NAIFA President-elect Bryon Holz believes NAIFA’s role is more important than ever, and every advisor’s passion should be their brand.
How can insurance agents do the right things right as they look to the future of sales, service and interactions with prospects and clients?
Inflation is rife, and there is no better time to talk about LTC.
The specific actions taken by advisors can help or harm their probability of closing an annuity sale.
How to leverage rising interest rates to boost retirement portfolios
The Federal Reserve Bank of New York recently analyzed data from the American Time Use Survey and found that, as a country, we are saving a combined 60 million hours of per day of commuting time by working from home.
How you can put a plan together to boost your success next year.
Clients often are unaware of the benefits life insurance can provide beyond a death benefit.
Why it’s vital to establish a formalized relationship and look at ways to go for the win-win.
Assuming a modest reduction in benefits is a prudent step to ensure retirement plans will meet future needs.
There has been a growing concern for providing enhanced consumer protection in the purchase of increasingly complex annuities and life insurance products.
Advisors are finding technology makes it easier to connect with prospects and find the prospects that are just right for their practice. Here are some examples of how tech is helping fill the sales pipeline.
Every minute that an advisor spends making sure they are in strict compliance with ever-changing and tougher regulations is one less minute devoted to clients.
Insurtech startups arrived in a big way in recent years, propagated by millions of dollars in startup investment. The promise of insurtech has been to provide insurance faster and easier — and cheaper — relying on big data, more accurate risk assessment, technology such as telematics, and convenient apps.
Osmar Garcia is on a mission to help those in his community improve their financial literacy and fund their own American dream.
Why Joe Jordan believes the industry and its advisors must evolve to better serve clients in a changing world — A special interview with Paul Feldman, publisher
Advisors provide their top reasons why consumers need coverage.
Six ways brokers can help small-business clients offer the kind of benefits their workers want.
