Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
7 ways to make your clients' portfolios tax efficient
By Brandon BuckinghamHere are a few strategies to reduce income taxes as the year end approaches.
December 02, 2015
Meet the "anti-technology" technology advisorAdvisor Joel Johnson has found a way to build a technology-based insurance practice that is still very, very high-touch.
December 02, 2015
Want results? Ask your clients' opinion (part 1)Instead of telling your clients things about the economy, explain to them where your numbers come from.
December 02, 2015
What do you know about your prospects?We can bridge the gaps in behavioral compatibility in prospecting by first understanding the problem. Then we must focus on executing the solution.
December 02, 2015
Finding flexibility with retirement income planning softwareCurrent RIP software gives advisors more planning flexibility and does a much better job at handling real-life complexity.
December 02, 2015
Fed’s Lockhart says rate liftoff case is ‘compelling’He says the economy seems to be closing in on full employment.
December 02, 2015
Charging planning fees changes everythingAs the advisory business matures, and policymakers have their way, those who hold themselves as financial advisors better be ready to actually advise.
December 02, 2015
How to make your clients feel specialWork might be a routine, but how do you stay motivated to be nice to your customers?