Movers and Serial Refinancers: Two Opportunities for Life Agents
By Brian AndersonSelling and buying a house is stressful, and it's definitely a life-change situation that should trigger an opportunity alarm in a life insurance agent. But a new breed of serial refinancers may present an even greater opening for the opportunistic agent.
August 17, 2012
The Road Warrior Handicap … and the Home Field AdvantageThe trust our clients place in us takes years to earn or does it?
August 17, 2012
A Handy Guide to China’s Economic SlowdownChinas high economic growth rates over the past few years are due in part to Chinas aggressive policies on internal consumption and production.
August 17, 2012
Friedman’s 3 Realistic Steps to Succession PlanningSure, you know all the reasons for having a succession plan in place, but you still havent done it. Try following these three steps to get you moving.
August 16, 2012
It's Time to Inform Clients About Life SettlementsDespite restrictions imposed by broker-dealers or insurance companies, agents have a responsibility to let their clients know about their life settlement options.
August 16, 2012
Five Good Questions for Michael Kitces of PinnacleThe portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
August 16, 2012
LTCI Watch: Care QualityBoomers are getting older, and policymakers are thinking more about making LTC better.
August 16, 2012
LTCI Watch: Care QualityBoomers are getting older, and policymakers are thinking more about making LTC better.
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