5 Ways to Get a Better Client Fit
Some wonderful shoes may be wrong for you. The same is true of clients.
How the Tax Bill Deferred Comp Section Could Affect Agents
Changes to IRC Section 409A could increase the appeal of some life and annuity-based arrangements.
Republicans' Bold Tax Moves May Pay Off Later
The author contends that a little change now could lead to bigger, better changes.
Debating Where Tech Will Take Finance
Why should banks and credit bureaus be the keepers of our identity? On the other hand, why should Facebook or the blockchain?
Benefitfocus Hopes ACA Stability Will Thaw Employer Decisionmaking
Aflac and Hartford Financial are using the company's system as a distribution platform.
The Underrated Art of Listening to Your Clients
After a plane crash hurt his ability to speak, advisor Randy Carver learned how to really listen. And his practice flourished.
The Long-Term Care Insurance Evolution Continues
A founder of the Long-Term Care Awareness Month tradition talks about why he believes it's still necessary.
5 Republican Tax Bill Sections for Agents to Track
Here are some interesting parts of H.R. 1 to think about, with PDF page numbers.
5 Ways to Master THE Key to Presentations
Without this, your knowledge, sources and even delivery won't help much.
Brexit May Cost 75,000 U.K. Finance Jobs, Top Regulator Says
Breaking up without a good deal could push out 10,000 banking and insurance jobs on the first day.