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Issue: January 2017 See all issues

FEATURES

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The Trump Effect

How an Election changed everything. The DOL's fiduciary rule is only one of the things likely to change under the Trump administration.

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Instant Connection: How to Have Amazing Conversations with Anyone

How to have amazing conversations with anyone. An interview with Judith Glaser by Paul Feldman, Publisher.

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LETTER FROM THE EDITOR

The Rules That Are Right

It is open season on regulations with Donald Trump’s inauguration this month, and various industries will be pushing at the gate to get at their most detested rule.

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LIFE

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Seven Life Resolutions for 2017

AIG executive offers ways to be more relevant, responsive and resilient in 2017.

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10 Steps to Create Long-Term Client Satisfaction, Retention

Organizing your sales practices and providing your client with as much information as possible will help you grow your client and renewal base.

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ANNUITIES

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Consumers Can’t Plan for Longevity If They Don’t Acknowledge It

Research shows that although consumers realize they are likely to spend decades in retirement, they don’t expect to save enough money to support themselves for a long post-employment period.

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FIAs Balance the Interest Rate/Bond Yield Seesaw

Why adding FIAs to a retirement portfolio can offset the risks of other investments and help retain satisfied clients.

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HEALTH

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Younger People Need LTC, Opening Coverage Gap

People under 65 and still working might not realize how much risk they face in LTC exposure.

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FINANCIAL

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Extreme Tax Deductions Using Cash Balance Account Plans

A way for clients to increase their retirement plan contributions while paying less in income taxes.

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BUSINESS

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2017: The Year Digital Marketing Delivers on Its Promise

Digital marketing allows you to target your message to specific prospect groups as well as allows for speed and flexibility.

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Instant Connection: How to Have Amazing Conversations with Anyone

How to have amazing conversations with anyone. An interview with Judith Glaser by Paul Feldman, Publisher.

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LIMRA INSIGHTS

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Today’s Middle-class Consumer May Be Different Than You Think

The definition of middle class goes beyond how much money someone earns.

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MDRT INSIGHTS

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Helping Clients Achieve Financial Success in 2017

So many clients start the year with good intentions but end up falling behind. Here are some suggestions to help them have a successful new year.

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NAIFA INSIGHTS

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What the Next Gen Should Know About the Family Biz

When you’re the next generation to join the practice, you must represent the agency the same way the older generation and the rest of the staff have done.

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AMERICAN COLLEGE

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Goodbye, Vegas: What the DOL Rule Means for Reward Trips

The Department of Labor’s conflict of interest rule means that financial institutions must begin to create a new fiduciary culture.

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