Research Points to a Better Way to Market Annuities
By Sudipto BanerjeeEmphasizing annuities' role in asset preservation may be a better sales pitch than current fear-based tactics.
April 04, 2023
Life Settlement Taxes and 1099sOne policy sale may lead to calculations involving three different tax rates.
April 04, 2023
My Wacky Idea to Save Social SecurityThere is a way to avoid cutting benefits and raising taxes. But will Americans embrace it?
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.
March 31, 2023
How the Consolidated Appropriations Act, 2023 Affects AnnuitiesIf you're looking for something to talk to clients about, the new federal law could fill the bill.
March 29, 2023
Baby Boomer Women Need AdviceThey're thinking about relationship changes, retirement and inheritance.
March 29, 2023
3 Ways Advisors Can Help Clients Plan for Extended CareThese are the key considerations to keep in mind when discussing caregiving and the complex planning it entails.
March 27, 2023
Scripted Sales Training Is Over. Here's What Advisors Need Instead.Advisors who want to take advantage of changing investor expectations must work on their soft skills.
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