Automated client management prevents lost sales
By Paul Winandy, CFAWhen agents manage life insurance clients through traditional means such as spreadsheets and client files, they may let 15 percent or more of their book lapse each year.
February 17, 2017
The life settlement market is heating upLife settlements are a great alternative to lapsing or surrendering a policy. It is up to you to prevent your clients from leaving money on the table.
February 17, 2017
How RIAs Can Promote Their Fiduciary StandardWhether the DOL fiduciary rule gets repealed or not, clients will have questions. Here's how to get ahead of those questions.
February 17, 2017
Mad money and the fallacy of emotional investingCognitive biases and the misguided belief in market timing could precipitate another financial crisis. Don't let your clients get caught up in the euphoria.
February 17, 2017
Democrats should give the new ACA exchange regs a breakEven people who love the insurance shopping malls might see a need for changes.
February 16, 2017
Coaching or Consulting? It Depends on What You NeedThe difference? Coaches tell owners what they need to hear; consultants them what they need to do. But that's only part of the answer.
February 16, 2017
The reality of the middle class squeezeThe writer questions the idea that 'more Americans have easier lives today than in years past.'
February 16, 2017
The reality of the middle class squeezeThe writer questions the idea that 'more Americans have easier lives today than in years past.'
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