Commentary
Focus Your Resources on an Ideal Client
By Sandy SchusselServing certain kinds of clients can make you more appealing to all clients.
May 11, 2020
4 Lessons This Crisis Can Teach Clients About RetirementIt's possible to use this shelter-at-home period to alter the course of retirement plans and develop a lifestyle to look forward to.
May 11, 2020
Medigap With Medicare Advantage: A Medicare Customer QuestionA coverage compliance specialist takes on a question about what sounds like duplicate coverage.
May 08, 2020
What COVID-19 Has Taught Me About HospitalsA broker looks at U.S. health care system capacity.
May 07, 2020
Your Doctor Is Calling. Answer the Phone.A year ago, a health policy's telemedicine benefits may have looked like an extra. Now, they're core.
May 06, 2020
The 3 Types of Investors, and How Advisors Can Better Serve ThemHere's how to give clients as much, or as little, engagement in the investing and planning process as they would prefer.
May 06, 2020
What's Next for Equity Markets?Despite the recovery from the market's March lows, investors should remain cautious.
Commentary