How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
Nothing Sells Like Team Spirit at MetLife
MetLife Solutions Group says team selling has provided its advisors three benefits: Clients get holistic planning, and advisors increase business and stem losses.
Despite Their Financial Power, Women Save Less Than Men
Women tend to save less for retirement than men, despite the fact that women now enjoy more financial power than ever.
Top 15 Cheapest States for Long-Term Care Costs: 2014
Genworth’s 11th annual study provides data on the states with the lowest costs across a range of LTC services.
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.
Premium Increases Expected for Long-Term Care Insurance
Longer life spans and medical issues leave policyholders facing huge hikes.
Despite Their Financial Power, Women Save Less Than Men: Merrill
Women tend to accumulate less than men in retirement savings despite the fact that they now enjoy more financial power than ever, says Merrill Lynch.
Does the independent advisory industry really need another study?
Housing, Financial Markets Boosted Boomer, Gen X Retirement Readiness: EBRI
But staying on track depends on age, income and having access to a 401(k) plan, EBRI says.
Top 3 Issues Advisors Will Face in 2014, Part 3: Demographic Dilemma
We may already be past the point of no return for the industry’s nascent train wreck: the advisor shortage. Plus, the bear-market wild card.