3 Good Closing Lines, 3 Bad Closing Lines
By Ed McCarthySometimes, clients who need your products also need a little extra help getting to 'yes.'
August 19, 2017
Indexed Universal Life: It's Just a Great InvestmentNothing in life is risk-free. But investing in indexed universal life insurance comes pretty close.
August 18, 2017
Uncovering a Hidden Junk-Bond ETF FeeInvestors have been flooding into exchange-traded funds because they think they're cheap. But costs are tricky.
August 18, 2017
Opening New Accounts Is About to Get a Lot EasierAccording to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms ability to more quickly and seamlessly onboard new clients.
August 18, 2017
Millennials Need to Protect Their IncomeHere are five points you can raise that might get the attention of the young invincibles.
August 18, 2017
Spousal Consent Rules and Marriage ContractsWith respect to ERISA-qualified plans, spouses have certain rights that cannot be taken away without their advance written consent.
August 18, 2017
Regulatory Considerations When Bringing On a New AdvisorThere are many legal and compliance considerations to keep in mind when adding an advisor to your firm.
August 18, 2017
Your 5 Best Arguments for Life Insurance (Besides the Death Benefit)Life insurance should be a bedrock of any serious financial, retirement or estate plan.
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