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Issue: February 2017 See all issues

FEATURES

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The Evolution of Rollover Advising

The retirement market represents trillions of dollars but also hefty challenges.

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How to Build Mental Strength

Amy Morin learned through tragedy the 13 things that the mentally strong do not do.

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LIFE

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Turn Threats Into Opportunities

What a “lone wolf” life insurance producer can learn from the changing wealth management environment.

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Split-Dollar Meets SportsCenter

Why a life insurance product became one of the most talked-about topics in the national sports media, and how you can apply this lesson to clients in your marketplace.

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ANNUITIES

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IMOs Await Word on Reserving Conditions Under DOL Exemption

Marketing organizations say reserve requirements might be too high to conduct business.

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HEALTH

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6 Steps to Increase Policy, Client Retention

Rising premiums, combined with increased consumer advertising, have led to the commoditization of the insurance business. Here are some tips for keeping the advisor in the process.

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FINANCIAL

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Client Interest in ESG Investing Is on the Rise

Environmental, social and corporate governance (ESG) investing often has been discussed as the next big investing fad.

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BUSINESS

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How Behavior Modification Can Lift Clients Out of the DIPS

Ways to nudge clients along the path from creating a plan to implementing it.

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How to Build Mental Strength

Amy Morin learned through tragedy the 13 things that the mentally strong do not do.

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LIMRA INSIGHTS

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Turning Up the Volume on Life Insurance Ownership

Some encouraging statistics on life insurance ownership by American households.

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MDRT INSIGHTS

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Why Gen Y Should Care About Privatizing Income Protection

Individual disability plans are portable and put the insured in control of their recovery. These factors make individual DI an ideal product for the millennial lifestyle.

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NAIFA INSIGHTS

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A Goal Not Written Down Is Merely a Wish

Suggestions that will lead you to a massively successful year.

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AMERICAN COLLEGE

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Diversity in Financial Services: The Time Is Now

The financial services industry can take a lesson from two organizations that have made concerted efforts around diversity and are working to create a leadership pipeline for women and minorities.

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