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Issue: January 2019 See all issues

FEATURES

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Deep Roots, Strong Growth

How Karen DeRose’s family grew a planning practice organically to serve multiple generations.

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The Sales Cocktail

Neuromarketing researcher Christophe Morin reveals how to mix emotions to serve sales.

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LETTER FROM THE EDITOR

Finding The Whole

I was dizzy and anxious, certain that I had multiple sclerosis, but I was fixated on a distorted image of myself in the doctor’s third eye.

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LIFE

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Why Are So Many Universal Life Insurance Policies Failing?

Neglect and lack of attention fuel most of the blame.

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ANNUITIES

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Key Annuity Trends: Mergers, Simplification, Amazon-ification

Consumers will see a growing range of products while advisors will become more flexible in serving client needs.

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HEALTH

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Shift In The Asset-Based LTCi Market Is Expected To Grow

Recurring-premium products are expanding the market for asset-based long-term care insurance.

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FINANCIAL

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Direct Indexing Captures The Imagination Of ETF Enthusiasts

Direct indexing offers flexibility and significant tax savings.

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BUSINESS

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When An Airport Layover Becomes Party Time

Ever wonder how you can get into one of those airport clubs?

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The Sales Cocktail

Neuromarketing researcher Christophe Morin reveals how to mix emotions to serve sales.

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IN THE FIELD

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Deep Roots, Strong Growth

How Karen DeRose’s family grew a planning practice organically to serve multiple generations.

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LIMRA INSIGHTS

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Plan Advisors Show Interest In DC Income Strategies

As more advanced decumulation strategies enter the financial world, professional advice is more important than ever.

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MDRT INSIGHTS

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When Heirs Don’t Understand: Estate Planning Consequences

Help clients mitigate potential animosity and create an executable estate plan that will be well-received by their heirs.

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NAIFA INSIGHTS

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The Industry Must Attract, Not Recruit, Female Advisors

The financial services industry can attract female advisors by harnessing causes women are passionate about and employing previous career experiences.

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