12 Worst States for Medicare Advantage Sales Comp
By Allison BellIn some states, independent agents and brokers could get about 50% more than in other states.
October 10, 2023
Try These RMD Options for 6 Common Client SituationsWhile rules for retirement accounts may be complicated, there are strategies to best organize annual withdrawals.
October 10, 2023
Advisors Take Note: These 8 States Have New Telemarketing LawsAdvisors risk violating not only state laws but the SEC's Marketing Rule when telemarketing their services.
October 10, 2023
12 Most Livable Small U.S. Cities: 2023WalletHub compared 1,321 U.S. cities with populations between 25,000 and 100,000.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 09, 2023
7 Things to Say When Your Prospect Already Has an AdvisorThese prospects may have needs their current advisor isn't meeting. Here's how to draw them out.
October 06, 2023
Here's Your Year-End Portfolio Planning Checklist for 2023Here are eight important investing topics to discuss with clients in the next few months.
October 05, 2023
7 Reasons to 'Retire and Relocate' When Savings Fall Short: VanguardTapping home equity may be an attractive alternative to cutting spending or working longer, a new report suggests.