3 Good Closing Lines, 3 Bad Closing Lines
Sometimes, clients who need your products also need a little extra help getting to 'yes.'
5 States Where Many Millennials Are in Fair, or Poor, Health
The list of conditions plaguing young prospects includes obesity, depression and anxiety.
5 States Where Heavy Drinking Is Common
Heavy drinking is almost three times as common in the most bibulous states.
5 Worst States for Diabetes
About 12.6% of all U.S. adults ages 20 and older have this potentially deadly condition.
Essential tech tools for advisors in 2017
Mobile apps? Not so fast.
How to protect your client and business data
How safe is your data?
Popular Paradigm: SRI, ESG Assets Continue to Grow
Investors’ interest in sustainable investing continues to grow; account for nearly 18% of all managed assets in U.S.
Dealing with universal life premium increases
Insurance agents and financial advisors explain how to approach this challenge with clients.
Wading through the BICE paperwork
In order to avoid prohibited transactions, BICE-adopters must “communicate commitments, promises and disclosures to qualify for relief.”
Energy Stocks: Still Room to Run?
One asset manager shares his views on price volatility in oil and why that means opportunity for investors.