Beware of Social Security Agents Bearing Lump-Sum Offers
By Marcia MantellWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
February 06, 2023
15 Worst States for Retirement: 2023These states fall short on affordability, health care or quality of life for retirees, according to WalletHub.
February 06, 2023
Dually Registered Firm Sold Complex Structured Products to RetireesThe SEC fined Centaurus Financial and two employees for selling variable interest rate structured products to unqualified customers.
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%.
February 06, 2023
10 Traits of Successful Advisory TeamsFirms that prosper tend to adopt certain practices, according to Paul Cieslik of Capital Group.
February 06, 2023
The AI Sales Coach Should Have a Clue: Venkat MalladiThe Vymo executive says a good sales support system needs to be a self-starter.
February 06, 2023
Vanguard: Commodities Can Offer Outsize Inflation HedgeThey may be a better inflation hedge then equities, especially for investors with short time horizons, Vanguard finds.