Objectives and Reflectives

How a hard-driver learns to take a moment and appreciate her achievements.

DOL Rule’s Ghost Still Fights On Conduct Standards

Sandwich Generation: When Insurance And Caregiving Collide

An insurance professional describes her family’s experience with caregiving and compares it with the experiences of others who are dealing with aging family members.

‘These Go To 11:’ Indexing Beyond Rates, Renewals

Indexes have increased in choice but with more choice comes greater complexity.

Guaranteed Income Amount Depends On Client, Timing

Researchers looked at fixed indexed annuities, deferred income annuities, single premium immediate annuities and variable annuities. Here is what they found.

Workers Need Brokers To Cut Through Benefits Confusion

Employees have a greater interest in buying voluntary benefits, but they are confused about making the right decisions.

After The Funeral: Navigating The Three Stages of Widowhood

You have a wonderful opportunity to assist women during one of their most significant life transitions. But you must understand the three steps of the journey.

3 Steps To Improving Your Professional Selling Presence

The best sales professionals have traits and characteristics that make them stand out from the rest of the pack.

Why Your Elevator Pitch Stinks

Michel Neray explains how provocative questions are better than elevator pitches.

Objectives and Reflectives

How a hard-driver learns to take a moment and appreciate her achievements.

Helping Retirees Crack Open Their Nest Eggs

Some retirees are more interested in preserving their assets than in spending them. Here is how advisors can help them convert those assets into income.

Streamline Your Operations And Drive Long-Term Success

Use these technology and staffing strategies to make your practice more efficient and serve clients on a deeper level.

Five Great Ideas For Retaining Customers For Life

Holding on to clients for life is not as difficult as it seems. Just follow these steps.