Running Your Business
Our New Year's Creed: 100 Years Ago in Insurance
By Darby A. DayA life insurance executive expresses timeless hopes for 1922.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 21, 2021
Stock Market Opportunities in a Demand-Fueled EconomyAs consumer demand stays strong, here's where I'm allocating as we head into 2022.
December 21, 2021
When Agents Should Advertise in PrintSocial media services have buzz. Newspapers have high-income readers.
December 20, 2021
Boost Your Value by Seeing How Taxes Are Part of Every Financial DecisionA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 20, 2021
How to Uncover Clients' Real Charitable GoalsDuring this holiday season, advisors can help clients understand the impact of ongoing philanthropy on their overall financial plan.
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