3 Ideas to Get the Most out of Client Reviews
By David Templin SaylorThe regular account review meeting doesn't have to be something a client just endures. Target it to what they want to discuss — and they'll respond.
November 11, 2019
The Case Against Step TherapySome health insurers use step therapy to hold down drug costs. The author makes the case that this strategy has backfired.
November 11, 2019
How to Take Seminars in a Different DirectionIf your pipeline is so dry it would make a cactus thirsty, maybe you should try something else.
November 09, 2019
6 Value, Low-Volatility ETF Picks for Q4ETFs that invest in U.S. stocks have been in favor lately.
November 08, 2019
Supreme Court to Consider SEC Disgorgement LimitsWhether the SEC has the authority to seek disgorgement in federal court will have a huge impact on the industry.
November 07, 2019
Is the Critical Illness Insurance Marketplace Really at a Crossroads?The author contends that some reporters have been drawing incorrect conclusions about Gen RE CI survey results.
November 07, 2019
Time to Open Up to Closed-End Funds?Here's a look at closed-end vs. open-end funds and how the former can complement a more traditional fund lineup.
November 07, 2019
Stock Markets Hit All Time Highs—Now What?Can the two main stock valuation ratios be trusted to predict a market top?
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