Chlora Lindley-Myers’ long career touched on nearly every aspect of the insurance industry. And she earned a law degree via night school. One of the country’s top regulators says she has a few more things to accomplish.
The Bernie Madoff case, says Jamie Hopkins, was a pivotal moment when he realized there’s a need for improvement in the personal finance world. A financial services relationship must be a trust relationship.
Americans fear running out of money in retirement. Here are some ways to ease that fear.
Having more female financial professionals can help companies reach new and different customers.
From providing policies to advocating for policies, financial professionals work in the best interests of all consumers.
Sales figures don’t tell the whole story when it comes to first-quarter results.
A well-designed permanent life insurance policy can provide clients with additional confidence and peace of mind.
I’m a boomer. My generation didn’t use emojis. At least, not the online kind. About the closest we came to them were icons that we all recognized that were used in graffiti or on flags.
The lack of diversity and inclusion can have serious consequences, not just for Asian American individuals but also for the entire financial planning profession.
Guide your clients when they are unsure of what to do with the wealth generated by their real estate investments.
There is room for both fees and commissions if we want more people to have access to holistic financial advice.
You deserve to be paid for the value you create for clients.
Annuity sales are smashing all historic records as consumers flock to protection products. But game-changing federal regulation looms.
Bryan Kuderna merges his passion for financial literacy with his love of writing to educate young professionals.
State insurance-focused legislators are demanding a say, if not the final say, in regulating insurance.
Generative AI, says Shelly Palmer, is a turning point in technology: “If you are not terrified by this … if you’re not excited beyond anything you’ve ever seen before, you don’t know enough about it.”
Consumers need more access to financial advice and more choices about how to invest.
Advisors are slow to adopt digital transformation, despite investing more in it than other segments have. Unless they quickly embrace change, hard-won progress could stall.
Helping people claim Social Security is a natural segue to other retirement-related financial, tax and insurance discussions.
