Preparing for the Worst: Disaster Planning 101
A lot depends on clients' level of resilience. Thinking ahead may improve that.
The Advisor-Client Relationship: Infinite Problems, Infinite Possibilities
Here are four common scenarios advisors encounter with clients and how to react.
5 Ways Independent Life Agents Can Start Digitizing
You might still be fine with paper, but that might not last.
Why Outsiders Cannot Transform a Bureaucracy
The author contends that the best way to drain a swamp is to hire someone familiar with the swamp.
4 Steps to Take When Launching Your Advisory Business
It's important to walk through your decision, so you can be reasonably sure you’re doing the right thing for the right reasons.
LIMRA Stands With You
Maybe a few carefully chosen facts can keep consumers looking less like deer in the headlights.
This GOP-Inspired Wealth Plan Beats Death and Taxes
Few Americans pay the estate tax, but many dislike it.
10 Worst States for Daily E-Cigarette Use
In these states, confusion about the rules could send some life prospects' applications up in smoke.
The U.S. Yield Curve Is Flattening and Here's Why It Matters
Insurers invest the reserves backing life and annuity contracts mainly in high-grade corporate bonds.
10 Finance Books Worth Reading This Winter
These are not merely the classics — they may be a bit off the beaten path.