Why Marketing and Planning Go Hand-in-Hand
By Valerie RiveraIf financial advice is moving beyond one-size-fits-all, shouldn't your marketing, too?
December 07, 2020
3 Ways to Tackle the Limits of Health PlansHere's what you can do to help clients be better stewards of health care in 2021 while still keeping costs in check.
December 07, 2020
American Workers Deserve Access to the Advance Premium Tax CreditThe author says Congress needs to act soon to protect displaced workers from gigantic, unexpected tax bills.
December 07, 2020
Accelerated Underwriting and Speed to PolicyIf only you could get back all the time you've spent explaining why buying life insurance takes so long…
December 04, 2020
COVID-19 May Be Spiking, but Economic Fundamentals Still StrongRecent economic data show the spike in U.S. virus cases hasn't stalled the recovery.
December 04, 2020
Should You Send Holiday Cards in 2020?Is sending holiday cards worth the effort this year? Celebrities, CEOs and the British royal family seem to think so.
December 04, 2020
Heed New Guidance on Form CRSRequesting brevity, the SEC explains how firms must answer questions in its Joint Statement.
December 03, 2020
How to Help Your Team With Stress, BurnoutTry these tips and questions to help you assess — and improve — your own stress level and that of your team members.
Commentary