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Issue: March 2019 See all issues

FEATURES

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Thriving on the Edge of Disruption

Peter Sheahan tells how to get comfortable — and successful — in the discomfort zone.

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Teaching, Planning And The Pursuit Of Happiness

How one advisor is using her interest in teaching to help clients find their happiness.

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LIFE

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How To Tell Owners That Perm Is Not A Black Hole

Why permanent life insurance is the solution for many issues entrepreneurs face.

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ANNUITIES

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N.Y. Advisors Face Tough Standard

Regulation 187 will change the way annuities are sold in New York.

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HEALTH

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More Than Pushing Product: Delivering Benefit Solutions

Focusing solely on selling benefit products misses the bigger picture of offering the client a solution.

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FINANCIAL

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Go To The Head Of The Class By Serving Millennial Educators

Even though many public school employees will have access to defined-benefit pensions, they still need help planning for retirement.

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BUSINESS

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Take A Hike! The Benefits Of A Lunchtime Walk

A daily walk is like a grown-up version of recess.

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Thriving on the Edge of Disruption

Peter Sheahan tells how to get comfortable — and successful — in the discomfort zone.

Read Article →

IN THE FIELD

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Teaching, Planning And The Pursuit Of Happiness

How one advisor is using her interest in teaching to help clients find their happiness.

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LIMRA INSIGHTS

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Disruption: The Perceived Threat Is Real

New market entrants are the greatest potential disruptive threat to the financial services industry.

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MDRT INSIGHTS

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Holistic Financial Planning: Seeing The Entire Picture

Although many professionals describe themselves as holistic financial planners, what exactly does that mean? And how can a holistic planner provide more value to clients?

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NAIFA INSIGHTS

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‘Only So Many Hours In A Day:’ Time Management Secrets

Time-blocking and effective use of technology allow this advisor to make the most of his time.

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