Retirement Advisor October 01, 2015
The panel discussed the power of teamwork, no-pressure referral programs and the role industry organizations play in their success.
Mentoring is beneficial for new agents, sure, but it also has tangible upside for the mentors themselves.
Women control a majority of the assets in America today and that number is growing, but a vast majority of them report not having an advisor. What can advisors do to reach this vital market?
Annuities have a venerable history, numerous tax benefits and more flexibility than many consumers think.
The dilemma women face remains the same since women entered the workforce in droves in the 70s -- how does a woman succeed in her career while being a Supermom?
Using life insurance and annuities, you can provide clients with safety and security in an uncertain time.
Don’t you wonder what your clients thought as they heard the news that the market was crashing? Did they feel comforted by the planning you’ve done for them?
Do advisors have a fiduciary obligation to offer Social Security planning advice that produces an optimal payout?
When advisors tell me that no one ever says no to them, my response is, “Then you must not have any clients!”