Life Insurance Commentary
Will Your Clients' Life Insurance Expire Before They Do?
By Robin S. Weinberger and Peter N. KatzPart of any advisor's job should be finding out whether policies are about to lapse.
May 08, 2024
Blue-Collar Business Owners Make Great ProspectsPeople who work with their hands have quietly built up a lot of wealth.
May 08, 2024
Speed Up Life SettlementsAn industry player calls for the sector to improve operations.
May 07, 2024
When Clients Have High IRA BalancesHere are four things to discuss while times are good.
May 06, 2024
How to Lead Your Firm When It's Being AcquiredKeep communication open with your team — and cut yourself some slack, too.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
April 30, 2024
The Biggest Threat to Life and Annuity Issuers Is Not the DOL Fiduciary RuleRecent massive cyberattacks have made clear that the industry needs better ways to verify clients' identities — now.
April 26, 2024
What If a Client Asks ChatGPT About the Elections?The AI offers reasonable advice, with an interesting call to action.
Commentary