Common ground: The essence of true leadership
By Elana Ashanti JeffersonWhat I find discouraging about this point in American history is how sour every debate seems to become, including those around regulations that will have far-reaching impacts on insurance and finance.
March 01, 2017
The Goldilocks Theory of FintechRemember the Goldilocks fable? The infamous invader came across porridge that was too hot, porridge that was too cold, and porridge that was just right.
February 28, 2017
The ‘Death Tax’ Deserves to LiveThe much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
February 28, 2017
The Problem With Client ‘Satisfaction’ and ‘Engagement’When assessing how satisfied or engaged another person (or client) is in a relationship, that persons actions, not words, say it all.
February 28, 2017
Insights from a seasoned long-term care insurance agentThis is Part Two of the ShiftShapers Podcast Series featuring LTCI expert Bill Dyess. Here, the insurance industry veteran talks hybrid product suitability, inflation riders and more.
February 28, 2017
How to Determine Clients’ True Risk ToleranceRisk tolerance is a much more complex and deeply nuanced concept than many advisors know.
February 28, 2017
The biggest problem with traditional retirement planningOne factor in particular can sidetrack a well-planned retirement portfolio. An annuity may be the solution.
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