Virtual Virtues

Gregory Dexter is advising today’s clients while drawing on his grandfather’s 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 workers’ 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 what’s next.

Understand the cause of negative thinking and how it limits your potential.

How are those New Year’s 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.  

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.

There are plenty of ways a ID application can get bogged down. Here are some suggestions to maneuver your way through the underwriting process.

The way to make time for the things you want to do is to plan the time you spend doing work.

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?

COVID-19 forced many advisors to adopt technology, even if they were reluctant to do so. Here are stories of advisors who are making it work.

Life Insurance professionals need to leverage technology to engage with existing and prospective clients directly or indirectly.

How Rod Furniss went from a farmer to missionary to insurance agent to a legislator to serve a greater good.

Annette Bau says advisors must do a deep dive into themselves before rising to the top of success.

Reference-based pricing can offer substantial cost savings for employers, but brokers must make them aware of the potential risks.

It’s an ideal time for the financial services industry to support consumers in protecting their financial health and their personal well-being.

How to recognize feelings of anxiety and deal with them appropriately.

State insurance regulators spent considerable time this year responding to the COVID-19 pandemic and racial strife that accompanied the Black Lives Matter movement. As the year draws to a close, regulators are setting a 2021 agenda filled with unresolved insurance issues.

Advisors share their experiences connecting with clients in a socially distanced world.

Millennials and Generation Z say they believe in the value of life insurance, yet a large percentage of these young adults don’t own it.

The pandemic has sparked fears that investors could lose their life savings. How annuities can help ease those fears.

We all have been disrupted — many of us haven’t seen loved ones and friends in person, business is a bit more challenging, kids aren’t in the best learning environment (sometimes that might mean they are in your working environment) and of course there are the health effects of COVID-19, sometimes very dire effects.

An expected wave of advisor retirements underscores the need to accurately valuate their practices.

Used correctly, social media can generate leads, build solid relationships and strengthen your brand.

Many people can benefit from the guaranteed lifetime income that comes from annuities.