Explaining LTCi Rate Hikes to Clients
By Honey LeveenTaking calls about the letters may be unnerving, and time-consuming, but it can be great for client goodwill.
May 11, 2012
Do Advisors Need to Videotape Annuity Sales?With the Neasham decision hovering over the industry, a group of experts suggested that advisors may need to record their sessions with senior clients.
May 11, 2012
Whole MilkBreastfeeding is widely acknowledged as the optimum way to feed a newborn and to bolster its health. So how come so many people see it as such a disgusting practice?
May 11, 2012
Whole MilkBreastfeeding is widely acknowledged as the optimum way to feed a newborn and to bolster its health. So how come so many people see it as such a disgusting practice?
May 11, 2012
Chicken Little? Maybe a LittleNo one knows how the market will move next, but one thing is for certain; we better have a safety net or the protection offered by annuity wrappers cocooning our retirement nest eggs.
May 11, 2012
Behind the Numbers: Trends From the 2012 Fiduciary Survey, Pt. 3The data provided by the 2012 fi360-AdvisorOne survey on the fiduciary standard suggests three trends to watch among advisors of all business and compensation models.
May 11, 2012
Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: MobilityWithin five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.
May 11, 2012
Help Your Customers “Dust Off” Their Life Insurance PoliciesIt's a great time of year for some financial spring cleaning. Here's how a policy review can help your clients spruce up their life insurance.
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