August 1, 2023 Political advocacy is in our clients’ best interests Best-interest standards are good for our clients and also benefit us as advisors.
July 1, 2023 How financial professionals are like the minutemen From providing policies to advocating for policies, financial professionals work in the best interests of all consumers.
June 1, 2023 Offer your clients retirement income insurance with annuities Studies show that retirees whose income is protected live longer, happier lives.
May 1, 2023 Disability income insurance in a gig economy Collecting the correct information about the gig worker’s health, occupation and income is crucial to getting them the right coverage.
April 1, 2023 Financial literacy is contagious When it comes to improving the financial literacy of Main Street Americans, insurance and financial professionals are crucial.