Taking a ‘Textbook’ Approach to Tech
By Savita Iyer-AhrestaniIn 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using which was not robust enough to carry Weston forward was being decommissioned by the vendor.
September 21, 2017
The NIPR Has Your NumberA producer licensing expert looks at an entity that affects just about every move you make.
September 21, 2017
7 HSA/FSA Facts Your Clients' Employees Should KnowAn HSA or FSA can be a terrific benefits package differentiator if the employees understand it.
September 21, 2017
3 Trends That May Boost Supplemental Retirement Plan DemandNonqualified plans can help employer clients address problems with recruiting, and keeping, key employees.
September 20, 2017
Health Debate Would Change After Graham-CassidyMaybe setting up a single-payer system at the state level would be tough.
September 20, 2017
Automate Advice, Not the AdvisorHanding off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
September 20, 2017
Variable Annuities, Death Benefits and the Uninsurable Estate OwnerAny robot can sell an annuity. You can untangle knots.
September 19, 2017
Want a Better Health Care System? Check Out JapanThe author argues that their system is similar to Medicare but much cheaper than ours.
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