NIMBY or nimble?
By Corey DahlIt's easier to see an industry's problems when it's not our industry.
April 15, 2013
For this advisor, it’s all academicAdvisor Linda Leitz is studying for her Ph.D. so she can understand the psychology behind boomers financial decisions.
April 15, 2013
For this advisor, it’s all academicAdvisor Linda Leitz is studying for her Ph.D. so she can understand the psychology behind boomers financial decisions.
April 15, 2013
How to Manage Client Expectations When the Markets Are SoaringWhen the overall stock market is soaring, youd better have a plan to educate your clients about risk and reward, and goals.
April 14, 2013
IUL and the need for clones in New OrleansThis week's LIMRA conference has so many good sessions, including several on indexed universal life, that I wish there were four of me.
April 12, 2013
Contacting CPAs about life settlements? Do it nowPost-tax season is the best time to talk to accountants about life settlement opportunities.
April 12, 2013
Contacting CPAs about life settlements? Do it nowPost-tax season is the best time to talk to accountants about life settlement opportunities.
Commentary