Best practices for life settlement transactions
To illustrate best practices for agents, one experienced advisor highlights a life settlement transaction for a 77-year-old retired medical professional.
Could your client lose all in a lawsuit?
When a producer is able to garner a prospect’s asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
2016 earnings: Mostly positive, but big losses for 2 titans
Of 8 major life insurers that posted fourth quarter and year-end results for 2016, six carriers recorded positive net income for the quarter and/or year.
10 counties where Medicare Advantage looks like a wimp
Some markets are hell for provider network managers, and heaven for Medigap sellers.
How to protect your client and business data
How safe is your data?
The New Era of Estate Planning
With the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
5 pitfalls to avoid when assisting clients with a life settlement
Most seniors who lapsed a life insurance policy would have considered a life settlement had they been aware of the possibility.
5 agent jabs at a draft ACA date change
Some agents say shortening the enrollment period would be another kick in the gut.
5 strategic business lessons from 2017's Academy Award nominees
By watching this year's best picture nominees, advisors can hone in on new ways to connect with clients, develop networks and perfect time management skills.
Debt can help retirement savers build wealth
Thomas Anderson has a message for financial advisors: Debt, not assets, will make the difference in your clients’ financial well-being.