The Secret to Client Retention
By Bill GoodOf course you have to market to your clients. But to what end?
March 06, 2017
The current ACA health premium tax credit is awfulThere must be a better way than asking consumers to be fortune-tellers.
March 06, 2017
A viable life settlement and replacement strategyThe days of selling a policy in a life settlement and replacing it with a new one are mostly gone, but one variation on that strategy can still work in the right situation.
March 06, 2017
A viable life settlement and replacement strategyThe days of selling a policy in a life settlement and replacing it with a new one are mostly gone, but one variation on that strategy can still work in the right situation.
March 03, 2017
Agents and advisors: Salespeople or problem solvers?Customers are much more interested in addressing their needs than being sold on your solutions.
March 03, 2017
5 Ways ‘Passive’ Investing Is Actually Quite ActiveIn the end, what is the so-called passive investing trend really all about? Lower costs.
March 03, 2017
The asset-management pressure cookerAsset managers need to rethink how they're going to continue being profitable while cutting fees.
March 03, 2017
Trump's long-term care cabinetThe 'silver tsunami' will affect many of the new president's departments.
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