CFP Instructor: Choose Your Clients Carefully
By Allison BellWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
May 16, 2023
Mike Sizemore Learned, the Hard Way, How Disability Insurance WorksHe once wondered whether he should pay $8 per month for coverage. Then, he used the coverage.
May 11, 2023
Anna Kooi Helps Life Insurers See (Potential) DeadbeatsKooi's work could show where losses are leaking into the investment portfolios.
April 27, 2023
Life Insurers Need Better Tools for Detecting Asset Risk: Alla GilLife insurers need better math to know where doom is lurking, Straterix founder and CEO Alla Gil says.
April 17, 2023
Nationwide Aims to Compete Harder for Corporate-Owned Life BusinessMany businesses use the policies to increase executives' retirement benefits.
February 08, 2023
Black Women Business Owners Need Advisors' Attention: Danielle Byrd ThompsonThe Equitable advisor sees many with complicated, unmet planning needs.
February 06, 2023
New Boston Mutual Whole Life Program Relies on Face-to-Face MeetingsThe company believes the nuances of life insurance are best discussed at the kitchen table.
February 06, 2023
Many Advisors Have No Idea What Life Policy Assets Are Worth: Jay JacksonThe Abacus Life CEO estimates the gap lowers those advisors' assets under management by about 6%.