Maximize tax savings, minimize filing stress [with infographic]
According to a recent survey, 53 percent of Americans are not confident in their ability to accurately file their taxes without assistance.
Retirement: life’s most expensive purchase
A new report from Merrill Lynch and Age Wave says the average cost of retirement is 2.5 times that of the average house.
Opportunity creation: 5 ways to grow your business
Growth potential is left untapped when your focus remains squarely on working with clients you already have rather than exploring new opportunities.
Common traits of financial fraud victims
Fraud victims often share similar mindsets, behaviors and demographic characteristics.
Moving the retirement outcome needle: 3 studies shed light
Workers need a lifetime income option in their employer-sponsored retirement plan. But more than 4 in 10 are unsure whether they have one.
7 things Trump's new DOL pick knows about benefits
R. Alexander Acosta started South Florida's federal health care fraud strike force.
Women are household CFOs, but barriers remain at work
Women are often left out when money talk starts with a financial professional — even when mom heads up the family finances. Millennials aren't having it.
Why prospecting fails and what to do about it
Here's how to engage prospects so that they want to find you.
How to sell more cash value life insurance
Many agents and advisors who are trying to sell cash value life insurance don’t really understand all of its benefits.
3 factors shaping international health insurance prices now
Uncertainty is hurting demand in some places, but gains in local wealth are helping in others.