Issue: October 2018 See all issues

FEATURES

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Succession: Ready or Not

With so many agents and advisors aging out of the business, how are they planning for transitioning their practices? We look at some agency owners who are readying their successors for success.

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Hitting the Reset Button While Pursuing That Big, Hairy, Audacious Goal

Jocelyn Wright is transitioning from academia to focus on forming what she calls the agency of the future.

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IN FRONT

Alternative Plans Part Of The Mix As Open Enrollment Approaches

Health insurance brokers told researchers they expect to see a smaller and sicker individual risk pool as healthy, higher- income consumers seek cheaper coverage.

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LETTER FROM THE EDITOR

What Goes Around...

Donna’s baleful eyes told me I was on the uncool side of the generation gap.

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LIFE

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The Gift of Life Insurance: How To Get Your Clients On Board

The gift of a life insurance policy can be a tool to teach financial responsibility to your clients’ children.

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ANNUITIES

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Commissions Vs. Fees: What’s Really The Client’s Best Interest?

Annuity commissions may have been given a bad rap in today’s best-interest-driven world. But are they really hurting clients?

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7 Ways Annuities Can Solve Your Clients’ Financial Problems

How to identify annuity sales opportunities lurking in the midst of your clients’ financial challenges.

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HEALTH

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The Surprising Trends Behind Today’s Disability Claims

The top 10 causes of disability are not always the things people worry about.

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FINANCIAL

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Three Buckets = A Simple Retirement Planning Strategy

A retirement plan that bridges the gap between accumulating funds and distributing them.

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BUSINESS

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3 Numbers You Aren’t Tracking (But Should)

What you need to know to discover the true return on investment of your marketing and your true bottom line.

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An interview with Stephen M.R. Covey Big things come from small gestures. That’s part of the message Stephen M.R. Covey conveys to business leaders all over the world. In Part 2 of an interview with Publisher Paul Feldman, Covey explains how the details make the difference in winning clients’ trust.

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