Growing Retirement Worries and How Software Can Help
By Angela PecoraroToday, 58% of Americans in their 50s are worried they won't have enough in retirement. Visual aids can help advisors provide solutions.
4 Steps to Take Before Making an Acquisition
September 30, 2020
Best Interest Standards, Change and Deferred AnnuitiesThe author wants advisors to work with him to develop an advisor-driven contract valuation method.
September 28, 2020
9 Phrases to Get Prospects TalkingHere are some ways to help your soft sell when we get back to socializing, or even with potential clients.
September 28, 2020
The Life and Annuity Guarantee Frog Is BoilingA former life insurance company president says clients who want guarantees had better buy now.
September 25, 2020
4 Key Macro Factors to Watch on Our Road to RecoveryFor one thing, don't just watch what CEOs say — watch what they do.
September 24, 2020
6 More Reasons to Lead a Zoom WebinarOne intermediate goal is to get something going on LinkedIn.
September 24, 2020
The 10 Most Useless Phrases in Financial MarketsCatchy phrases are no substitute for actual thinking. And they are often wrong.
September 24, 2020
Which BDs Are Weakest, Strongest in Bad Markets?When advisors shop for a new broker-dealer, the thought of bear market vulnerability is rarely on their radar — but it should be.
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