Shattering a myth about life settlements: 5 advisor benefits
By Darwin Bayston, CFAA life settlement is an important addition to an advisors toolbox of financial planning options.
November 02, 2016
Which Party’s Presidents Are Better for the Markets?The data shows that in the past 22 presidential election years, only four times have large-cap equities ended the year in negative territory.
November 01, 2016
How to successfully interview prospective clientsYou have to be able to say NO to a prospective client who has a $10 million portfolio, as I have.
November 01, 2016
How to successfully interview prospective clientsYou have to be able to say NO to a prospective client who has a $10 million portfolio, as I have.
November 01, 2016
Cost control strategies in an election yearBrooks Goodison sheds light on some pros and cons of reference-based pricing to help employers control health care costs.
November 01, 2016
Cost control strategies in an election yearBrooks Goodison sheds light on some pros and cons of reference-based pricing to help employers control health care costs.
November 01, 2016
The little things count in insurance and finance marketingA marketing plan is like the cylinders of a car. All eight cylinders must work equally well for optimal performance.
November 01, 2016
The customer indebtedness advantageHow many insurance and finance industry leaders are truly harnessing the power of customer care? Many companies say they do this, but few actually do.
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