What to expect from nonqualified deferred compensation plan support
Successful advisors today look to leverage sales and technical expertise when adding deferred compensation solutions to their practices.
Insights from a seasoned long-term care insurance agent
This is Part Two of the ShiftShapers Podcast Series featuring LTCI expert Bill Dyess. Here, the insurance industry veteran talks hybrid product suitability, inflation riders and more.
Irrevocable trusts remain powerful in estate planning
Incorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
The biggest problem with traditional retirement planning
One factor in particular can sidetrack a well-planned retirement portfolio. An annuity may be the solution.
Retirement anxiety is gripping America
If current trends continue, the U.S. soon will face rates of poverty among senior citizens not seen since the Great Depression.
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.
Annuities: Preparing clients to retire at (almost) any age
There is no 'one-size-fits-all' retirement plan; each individual client deserves a customized solution that addresses their unique situation.
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.
How to protect your client and business data
How safe is your data?
Since one of my main jobs is to deliver to you the news and analysis you need, I read plenty of surveys about advisors.