Are 529 Plans The Right Option For Your Boomer Clients?
By Trevor ThomasAre 529 Plans The Right Option For Your Boomer Clients?ByProducers and financial advisors who want to increase sales of 529 college savings plans need to ...
September 18, 2003
Pick Your Company Partners WiselyByMy dealings with insurance companies over the years have led me to conclude that three big influences--egos, greed and ruts--affect many interactions. Advisors need to ...
September 18, 2003
Dealing With Some Common Problems In Voluntary Disability ProgramsDealing With Some Common Problems In Voluntary Disability ProgramsByFor group carriers, the transition from contributory to voluntary disability plans has brought to light some important ...
September 18, 2003
Some Strategies For Nudging Boomers Toward Income PlanningByHow can financial advisors nudge mid-income baby boomers to start thinking aboutand doingincome planning?"One way is to help them realize that they do not have ...
September 18, 2003
NAIC Adopts Suitability RegulationByChicago Roughly five years and innumerable drafts later a model that regulates suitability of annuity sales was adopted by the National Association of Insurance Commissioners ...
September 18, 2003
Leveraging The Group Sales OpportunityWhen you sell a group life or disability income protection case, you may be tempted to consider the job complete and turn your attention to ...
September 18, 2003
Legislators Get Earful From Industry On Market Conduct SystemLegislators Get Earful From Industry On Market Conduct SystemByChicago Legislators listened to reasons why current market conduct oversight does not work and were offered suggestions ...
September 18, 2003
Industry Vows A Vigorous Fight Against COLI RestrictionsIndustry Vows A Vigorous Fight Against COLI RestrictionsByWashington The life insurance industry is vowing a vigorous fight against legislative language that would severely restrict corporate-owned ...