Why a prospect must be confident you are a member of their “tribe” before they will commit to becoming a client.
Statistics on wealth disparities between Black families and white give the misleading impression that Black families do not need professional financial services.
A look back at the pandemic year and how it paved the way for faster life insurance underwriting.
Young professionals have competing financial priorities. How to get them to start saving for retirement sooner rather than later.
More states are studying whether a public option health insurance plan is feasible for them.
A knowledge of behavioral economics will give you insights on how prospects make the buying decision.
Playing golf can open the door to making friends and sealing business deals. The key is showing respect for the sport and your fellow players.
After more than a decade of public debate, federal and state policymakers have seemingly coalesced around a consistent, workable, best-interest standard of conduct for financial professionals.
I had a feeling I would not get an Uber. I knew I would have to walk to the office. But I did not mind, even on this chilly, drizzly evening.
Potential clients are everywhere around you if you know what questions to ask.
The pandemic has brought to light the socioeconomic factors that have an effect on employee health. Here’s what benefits brokers need to know.
The industry makes strides to increase diversity while confronting a tarnished history.
James Silbernagel reveals how he steadily expanded his practice to become indispensable to clients.
When Rao Garuda asked why his taxes were so high, little did he know that the question would send him on his life’s quest
Something like Star Wars that was so great can also be so frustrating. At times, indexed universal life insurance, and especially how it is positioned and sold, makes me feel the same way.
Help your client set up beneficiary designations on their annuity contract correctly to ensure their intended distribution after their death.
Several bills establishing government-run health programs already have been introduced in Congress. Would they give consumers more options or would they destabilize the market?
Those approaching retirement are facing a heavy fog of uncertainty over a volatile stock market and no sign of when normalcy will return.
Here’s the dirt on cleaning in an environmentally gentle way.
Agents are always looking for ways to bring new prospects into their orbits, but giving a referral to someone else can be a great way to position yourself as a valuable resource.
Choosing and establishing your niche market doesn’t limit you; it helps you achieve more success.
Industry professionals predict sustainable investment choices for investors will continue to expand.
An organization’s commitment to DEI is increasingly influential in attracting and retaining talent.
Advisors and agents should focus on compliance with the Department of Labor’s investment advice rule by the end of 2021.
I met someone who knew Ben Feldman. It wasn’t the first time, but each time it happens I have to know everything about Feldman. Was he really the salesman of all salesmen?