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Posted: Feb 20, 2023

Retirement Logistics
Retirement Logistics

Advisors know about the retirement crisis — now it’s time to do something about it.

Posted: Mar 01, 2020

Why IUL Is Such A Divisive Product
Why IUL Is Such A Divisive Product

A commentary on why we should be selling performance — not projections — in indexed universal life.

Posted: Mar 01, 2020

How Annuities Can Help Women Overcome Retirement Anxiety
How Annuities Can Help Women Overcome Retirement Anxiety

Lifetime income products can give women the financial confidence to face their unique retirement challenges.

Posted: Mar 01, 2020

Be Your Client’s Financial Hero By Offering Disability Insurance
Be Your Client’s Financial Hero By Offering Disability Insurance

Why recommending income protection to your clients can save them from financial ruin.

Posted: Mar 01, 2020

It’s Never Too Late: Making Music As An Adult
It’s Never Too Late: Making Music As An Adult

Even if it has been many years since you played an instrument, getting back to the music can be easier than you think — and good for your brain.

Posted: Mar 01, 2020

Cracking The Code To CPA Referrals
Cracking The Code To CPA Referrals

Sometimes all that CPAs want is a resource they can trust, not necessarily a source of clients.

Posted: Mar 01, 2020

Two-Front Illustration War
Two-Front Illustration War

Illustrations are in the crosshairs of both regulators and class-action litigators. The former group wants to rein in high IUL illustrations, while the latter is in court claiming insurers are using proprietary indices to manipulate illustrated retur...

Posted: Mar 01, 2020

Living The Dream!
Living The Dream!

What if all your dreams came true?

Posted: Mar 01, 2020

How The SECURE Act Opens The Door To MEPs
How The SECURE Act Opens The Door To MEPs

What plan sponsors need to consider about multiple employer plans.

Posted: Mar 01, 2020

What Do The Clients Of The Future Need From You?
What Do The Clients Of The Future Need From You?

Understanding baby boomers’ unique needs, values and communication styles will contribute to building a thriving business.

Posted: Mar 01, 2020

The Retirement Ecosystem: A New Trend In The Industry
The Retirement Ecosystem: A New Trend In The Industry

When insurance organizations partner with registered investment advisors, consumers will emerge the winners.

Posted: Mar 01, 2020

The Ingredients For Sales Success
The Ingredients For Sales Success

These ideas helped this award-winning advisor thrive in the financial services business — and could do the same for you.

Posted: Mar 01, 2020

After ‘Historic’ Advocacy Year, AALU Pivots For The Future
After ‘Historic’ Advocacy Year, AALU Pivots For The Future

AALU CEO Marc Cadin says the merger with GAMA is only a start in building an enormous organization to face the many challenges to the industry.

Posted: Mar 01, 2020

When The Dream Is Back Where You Left It
When The Dream Is Back Where You Left It

How Kate Kilgore Cihon reached for what she thought was her dream life but found the real thing back home.

Posted: Mar 01, 2020

Suita-fiduciary? Where Insurance Regulation Is Going
Suita-fiduciary? Where Insurance Regulation Is Going

New York’s Regulation 187 has many in the insurance industry worried about a tighter regulatory grip. But is there a middle way?

Posted: Feb 01, 2020

Help Women Business Owners Find Financial Security
Help Women Business Owners Find Financial Security

Establishing trust with a woman business owner is the first step to working with her to meet her financial security needs.

Posted: Feb 01, 2020

Annuity Index Linked To Industry Disrupters
Annuity Index Linked To Industry Disrupters

Understanding the Nasdaq-100 index and its value to your annuity clients.

Posted: Feb 01, 2020

It’s All About The Bennies With Gen Z
It’s All About The Bennies With Gen Z

The newest generation to enter the workforce is concerned about financial stability, studies from two carriers revealed.

Posted: Feb 01, 2020

A Matter Of Taste: Becoming A Scotch Whisky Expert
A Matter Of Taste: Becoming A Scotch Whisky Expert

Throw away the rocks and dump the soda. Here’s what you need to know about scotch.

Posted: Feb 01, 2020

The Easy Yes: How Clients Tell You What They Really Need
The Easy Yes: How Clients Tell You What They Really Need

Listen to understand instead of to respond and you will find you don’t need to give a sales pitch.

Posted: Feb 01, 2020

Mass Disruption: The Latest State Reg Rattles The Industry
Mass Disruption: The Latest State Reg Rattles The Industry

Massachusetts is widening the fiduciary scope to cover more suitability business.

Posted: Feb 01, 2020

Burn Or Burnish?
Burn Or Burnish?

It is no secret that branding has become a top concern of businesses over the past century or so. Today, people have even become comfortable with speaking about themselves as brands.

Posted: Feb 01, 2020

Those Who Care For Others Need Financial Care
Those Who Care For Others Need Financial Care

Research shows that caregivers are coming up short on life insurance and other essential financial protections.

Posted: Feb 01, 2020

Prospecting: Taking The Long View
Prospecting: Taking The Long View

Think about the long term when reaching out to potential clients.

Posted: Feb 01, 2020