The most important step to gaining customer referrals
The more you love and care for your current clients, the more referrals you are going to get.
What agents need to know about the Penn Treaty liquidation
Health insurers hate the idea that they might get stuck with most of the guaranty fund bills.
PriceWaterHouseCoopers, fake news and the future of trusted advisors
It’s been a long road back to gaining the public’s trust from the 2008 financial crisis, but the industry is making progress.
How to streamline the disability insurance claims process
For a client who is ill or injured, filing a disability claim may come during a challenging time in his or her life.
Six commonly asked questions about annuities during tax season
Clients often have questions around the taxable status of an annuity before they purchase.
Essential tech tools for advisors in 2017
Mobile apps? Not so fast.
Financial crisis still haunts middle-income baby boomers
Ten years after the Great Recession, only 2 percent of middle-income boomers feel the economy has fully recovered.
Irrevocable trusts remain powerful in estate planning
Incorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
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.