
Orchestrating A Plan — With Cody Garrett
Advice-only financial planner Cody Garrett spent the first decade of adult life making music. Now he’s getting noticed for an unusual and unselfish approach to financial planning.
Why a “throw it all against the wall and see what sticks” mentality won’t work when using social media to reach prospects.
Read moreAdvice-only financial planner Cody Garrett spent the first decade of adult life making music. Now he’s getting noticed for an unusual and unselfish approach to financial planning.
David Macchia gives the annuity industry a call to action to help consumers who need retirement income for life.
Despite enrolling in DI coverage, many professionals are still underinsured.
Fixed annuities can be a valuable financial tool for clients, but they must be educated on all aspects of the product.
With more Americans investing in nonfungible tokens and other virtual assets, security and protection become issues.
Just because the market is unsure does not mean that an investor needs to be unsure.
I was listening to NPR while driving to work back in 2006 when I heard a report about something new that had the potential to take the (somewhat young) social media world by storm.
A LIMRA survey shows consumer opinion of the industry is at its highest point since 2008.
Some tips to help you and your client be in alignment on their financial goals and how to achieve them.
Despite political headwinds, financial services wound up on the plus side of a pair of recent decisions, one in court and one in Congress. Both could help put more life insurance products in the hands of consumers.
Developing trust and proving yourself takes time, but they can be worthwhile in establishing positive relationships with your elected representatives.
A virtual assistant can free you up to spend more time selling, while eliminating human resources responsibilities.
Here are five common objection scenarios and how to address them.
A death benefit is an income distribution portfolio waiting to happen.
Advisors give their time and expertise to help others increase their financial literacy.
Robelynn Abadie began with no training and no experience and ended her 43-year career as the 2021 John Newton Russell Memorial Award winner.
Joe RoosEvans discusses how he discovered the way to set himself apart from all the other advisors out there, describes the way he mastered the art of marketing and reveals why losing his first job was the best thing that ever happened to him.
Many students who are smart, motivated and planning their post-graduation lives are largely unaware of insurance and financial services as a career option.
A study showed most investors would discuss annuities with their advisors, but they would make the final decision on which product to choose.