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.
Energy Stocks: Still Room to Run?
One asset manager shares his views on price volatility in oil and why that means opportunity for investors.
Can Smart Beta Work for Fixed-Income ETFs?
Several specialists lay out the case for these products and highlight factors driving premiums for the strategy.
How to improve your clients’ life underwriting odds
People often take high risk ratings and coverage rejections personally. So how can you decrease the likelihood that an underwriter will penalize your client?
Can Actively Managed ETFs Gain Traction?
There are 150-plus active ETFs trading today with total assets near $27 billion but can their growth continue amid strong demand for passive ETFs?
Will Emerging Market ETFs’ Outperformance Last?
Analysts debate whether the group has found its "sweet spot" or could fall out of favor with investors.
Blending life and LTC coverage for optimal results
Mention traditional long-term care insurance (LTCI) to clients and you’re likely to encounter a chorus of objections. Combining policies is one solution.
3 good closing lines, 3 bad closing lines
Sometimes clients and prospects get stuck. When that happens, a great closing line can make all the difference.
Why consumers’ attitudes toward life insurance are changing
Clients are taking more of a long-term view with their life insurance, and here's the result.