Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.
Dishonesty is for losers
BETTER PROSPECTING: If everyone involved is better off, why not use a little fib now and then?
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.
Irrevocable trusts remain powerful in estate planning
Incorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
Shattering a myth about life settlements: 5 advisor benefits
A life settlement is an important addition to an advisor’s toolbox of financial planning options.
How to manage 11 different life insurance beneficiary issues
Specificity is essential to making sure that life insurance benefits are administered exactly as the policyholder intended.
Are final expense telephone sales the future?
The final expense market is huge and massively underserved.
How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
5 simple ways to use email to build relationships and grow sales
Go beyond just sending clients your company’s latest content. Offer something of value to them as an individual.
7 ways to create credibility and establish trust with prospects
When prospects see that salespeople aren't putting on an act, it sends a powerful message that dispels doubt and attracts customers. It’s called trust.