Follow the RMD and Your Clients Won’t Go Broke in Retirement
Craig Israelson, executive-in-residence at Utah Valley University's financial planning program, offered up advice at the FPA annual conference.
How to target millennials with life insurance marketing
When done well, working with younger generations of clients can be a win-win for everyone.
Give your graduate cash — a lifetime of it
Giving cash to graduates is more popular than ever. Here are some ideas from financial planners about making the most of that generosity.
New planning tool may be like a financial crystal ball
This new tool will enable investment advisors to provide year-by-year projections of a client's financial circumstances, and plan accordingly.
Getting '100% of women' to make a financial plan: BNY Mellon
The firm aims to help advisors speak intelligently with female prospects and encourage all women to get a financial plan.
From wine tastings to tech tools: tips for building your practice
Your peers are asking how they can differentiate their practices and plotting their next moves. Shouldn’t you be, too?
The benefits of recommending the sale of a client's life insurance policy
There are a variety of additional benefits to financial advisors from recommending the life settlement option to appropriate clients. Here are a few.
Quick, when do you claim Social Security? What do you get if your ex dies?
A survey found that, for workers, the most common source of information about Social Security benefits was friends and family, at 46 percent.
Some Americans Would Rather Clean Toilets Than Pick a Health Plan: Survey
Aflac study finds that most people spend less than 30 minutes researching health benefits; advisors can help change this.
A new world of benefits
Benefits producers and agents, by making these new tools and solutions available in the workplace, are gaining new credibility and influence with their clients.