As the financial landscape continues to evolve, so does the perspective of seniors approaching retirement. To provide the most relevant and effective guidance, advisors and agents must stay abreast of these shifting attitudes
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
Help high net worth clients use life insurance for tax mitigation.
Life insurance can serve as a valuable part of a retirement plan, beyond paying a death benefit.
The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.
Less than 18 months after taking the helm of AuguStar Reitrement, President and CEO Clifford Jack touts the firm’s success … as well as the unlimited upside he sees going forward.
Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.
Financial advisors are at a crossroads. The industry is evolving rapidly, driven by technological innovation and changing consumer behaviors.
Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.
The Women’s Impact Community is working toward breaking down the barriers for women in the profession.
Product innovation and new market entrants suggest the RILA market still has significant growth potential.
The insurance sector must foster innovation that will ignite behavioral and buying changes in long-term care solutions.
Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
Find the right tools to better evaluate the client experience.
There are benefits and drawbacks to borrowing from a cash value policy.
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.
Economic conditions remain ripe for an ongoing annuity sales boom. But the Department of Labor’s new fiduciary rule expansion could be a major disruption.
Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
